About Us
About UsWhy We Do What We Do
Welcome to RSS Pension Group, your trusted partner in wealth creation and tax management. Founded in 2023, we have dedicated ourselves to serving business owners and families with a holistic approach to wealth management.
Our mission is twofold: to minimize your tax liabilities and to create sustainable wealth. We believe that these two objectives go hand-in-hand in securing a financially stable future. By leveraging our deep understanding of tax laws and financial markets, we implement strategies that aim to maximize your wealth while ensuring tax efficiency.
But our services go beyond just wealth creation and tax planning. At RSS Pension Group, we believe in the power of long-lasting, trusting relationships. Our clients are not just numbers to us; they are individuals and businesses with unique financial goals and challenges. We take the time to understand these goals and challenges, and work closely with you to design and implement a wealth management plan that addresses them.
Whether you're a business owner looking to optimize your financial operations, RSS Pension Group is here to guide you every step of the way. Trust us with your total wealth and tax management, and together, let's build a future that exceeds your financial expectations.
A Look Into Our Process
Our process begins with a top-level one-on-one consultation between you, our esteemed client, and your team of professionals, including CPAs, Attorneys, and Financial Advisors. This collaborative approach enables us to identify your unique financial needs and desires. From there, we explore all avenues, employing our wealth of expertise to generate a strategic plan tailored specifically to you.
We also believe in purposeful implementation and continuous evaluation. Therefore, we reassess the plan on an annual basis, making necessary adjustments to ensure it remains aligned with your evolving financial landscape and objectives. With RSS Pension Group, you're not just getting a financial plan; you're getting a dynamic roadmap to financial success.
Richard Pope
Founding Member
I am proud to serve as the Co-Founder and Co-Managing Member of RSS Pension Group. With over 35 years in the financial services industry, my primary focus lies in pension consulting for our esteemed clients. Specializing in cross-tested business retirement plans, I find immense satisfaction in utilizing innovative tax-saving techniques through pension plans for business owners.
Having previously contributed to Merrill Lynch, I bring a wealth of experience and expertise to our practice. My dedication to this field led me to obtain the Chartered Advisor in Philanthropy (CAP) from the American College. Witnessing my clients' successful tax savings results annually is the highlight of my professional journey.
I firmly believe that the most significant value I can offer my clients is the opportunity to retire comfortably. Originating from Long Island, New York, I now reside in Florida with my wife, Patti. Outside of work, I indulge in reading and boating, finding solace and inspiration in these pursuits.
Steven Phillips
Senior Partner
As a Senior Partner and Certified Public Accountant® (CPA®) at RSS Pension Group, My primary responsibility at RSS is to act as a consultant for our clients. I specialize in qualified plans and have developed a knack for reducing taxes. My approach is rooted in personalization and personality. I believe that each client's financial strategy should be as unique as they are. I've been working in the financial services industry for over 15 years, dedicating my professional life to helping individuals and businesses secure their financial futures.
My mission is to instill financial confidence in my clients, laying the foundation for true financial independence throughout their future. I simplify the complexities of their financial lives, always reminding them that they are in charge of achieving their most valued goals. I am motivated by the impact I can make on their lives, and nothing is more rewarding than seeing my clients reach their financial objectives. Before embarking on my career, I attended George Washington University and American University, where I honed my skills and gained the knowledge necessary to navigate the financial world.
I was born and raised in Washington, D.C., but my family and I relocated to Ft. Myers to be closer to my retired parents. My father, also a retired CPA, has been a great source of inspiration and guidance throughout my career. Outside of work, I'm an active member of the Rotary Club and the Million Dollar Round Table, two organizations that align with my commitment to community service and professional development. When I'm not helping clients or involved in community activities, you'll likely find me enjoying the great outdoors. I'm an avid boater and golfer, and I cherish spending quality time with my family, particularly my two sons.