Wayne, Pennsylvania Financial Services
Rich brings with him 30 years experience in the investment and financial planning industry. His strengths are in helping his planning clients understand the impact their financial decisions have on their quality of life- now and in the future, especially the outcome of delaying decisions regarding family protection, estate planning or keeping investments in line with long-term goals. For 17 years, Rich worked with chief investment officers and portfolio managers at banks, insurance, and mutual fund companies to help them maximize investment returns. During the next 12 years, Rich held senior management positions within broker-dealers and investment advisory firms helping to lead those organizations in an environment that continues to become ever more complicated. As a corporate officer, he was primarily responsible for delivering a wide array of investment, advisory, and insurance products and services to financial advisors. With the myriad of products and services available, Rich’s greatest contribution was counseling those advisors in the selection of appropriate solutions for their clients.
Phillip E. Levin, Esq
Attorney Philip Levin has over 25 years of experience working with clients, along with their financial and tax advisors, to develop and implement comprehensive and tax efficient estate plans for individuals, business owners, and corporate executives.
Phil believes that the key to creating an effective estate plan is to inform clients about their options under current law and create an integrated plan designed to makes sure that the right property, distributes to the right party, at the right time, either outright, or through flexible trust planning arrangements.
Phil received his Juris Doctor degree from Duquesne University Law School, where he concentrated in estate planning, tax law and fiduciary matters. He earned his Bachelors degree from Rutgers College, where he graduated with honors in economics and history, and is an Accredited Estate Planner.
He is a member of the Pennsylvania Bar, the Estate Planning Council of Chester, Philadelphia and Montgomery counties, as well as the Probate and Trust Law Section of the American Bar Association.
Phil has delivered numerous wealth preservation, business succession, and retirement distribution planning seminars throughout the country and he is an approved instructor for continuing education programs offered to financial advisors, attorneys, and accountants.
He has published many articles detailing the practical, tax, and legal considerations of using specific wealth transfer planning techniques, including retirement plan trusts, family limited partnerships, and charitable remainder trusts. Phil has also worked with many privately owned family businesses for the purpose of developing business disposition plans to protect the rights and interests of company shareholders, partners, and their families.
His article entitled Achieving Philanthropic Goals with Retirement Plan Assets, was awarded first prize in the Article of the Year Award contest, sponsored by the Society of Financial Service Professionals.
Phil resides in Chester County and his family roots trace back over 125 years to Berks County, Pennsylvania, where his grandparents owned and operated a furniture business. When Phil is not attending to the needs of his clients, he enjoys tennis, skiing, and wave-running with his son Jason. In his leisure, Phil takes time to capture precious moments of his family and friends, through his life long interest in photography.
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