Areas of Expertise in King of Prussia, Pennsylvania
Retirement Income PlanningWealth PreservationInvestment StrategiesLegacy Planning
About Steven A. Suib RICP® — King of Prussia, Pennsylvania
Steven A. Suib, RICP®, is a trusted financial advisor and the founder of Preservation Wealth Management in King of Prussia, Pennsylvania. As a Safe Money Certified™ professional, he has helped individuals and families build financially secure retirements since 2000. With over two decades of experience in the financial services industry, Steven brings both expertise and compassion to his work—empowering clients with personalized retirement strategies designed to protect wealth, generate steady income, and provide long-term peace of mind.
Retirement Income Specialist
As a Retirement Income Certified Professional (RICP®), Steven specializes in retirement income planning, helping clients in King of Prussia, Pennsylvania and the greater Philadelphia region transition from the accumulation phase of life into a sustainable income strategy that supports their goals for the next 20 to 40 years. His firm's mission is simple but powerful: to provide a safer, more predictable path to retirement w...
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Frequently Asked Questions About Financial Advisors in King of Prussia, Pennsylvania
Why work with an independent financial advisor?
Independent advisors aren't tied to a single company's products, so they can recommend the best solutions for your specific needs. They focus on education first, helping you understand all your options before making decisions.
What is SafeMoney Certified?
SafeMoney Certified advisors have demonstrated expertise in safe money strategies and retirement income planning. They prioritize principal protection and guaranteed income solutions for their clients.
How much does a consultation cost?
Most SafeMoney.com advisors offer complimentary initial consultations. There's no cost or obligation to meet and discuss your retirement planning needs.
What should I expect in my first meeting?
Your first meeting typically covers your current financial situation, retirement goals, risk tolerance, and timeline. The advisor will explain different safe money options and answer your questions without pressure to buy anything.