At Retirement Prosperity Group we believe that all of your professionals, including your Financial Advisor, Attorney, and Accountant, should be working together as a team in order to help you maximize your retirement resources, as well as the transfer of wealth to your family in a protected manner.  

In keeping with our mission to empower clients to make informed decisions and take control of their retirement futures we often work with CPAs and Attorneys to ensure that your plan is well coordinated and complete.

As part of our strategic partnership with other professionals, we work closely with an Estate Planning and Probate Attorney who is also an expert in wealth transfer planning strategies for clients who have children with special needs.

Philip E. Levin, Esquire – Strategic Partner

Phil Levin is a an estate planning and probate attorney with The Levin Law Firm, with offices in Chester, Delaware, Philadelphia, and Montgomery counties. He has been an active member of the Pennsylvania Bar for over thirty years and was awarded the Accredited Estate Planner designation by the National Association of Estate Planning Councils.

Read more about Philip

The Levin Law Firm limits its practice to trust and estate planning for individuals and corporate employees, with a concentration on wealth transfer planning and estate administration matters.

Phil is dedicated to working with clients in order to develop comprehensive estate plans designed to protect, preserve, and pass property intact to family members and charitable organizations in an effective and efficient manner.

Phil is a member of the Pennsylvania Bar, the Estate Planning Council of Chester County, and the Probate and Trust Law Section of the American Bar Association.

Philip has conducted numerous trust and estate planning seminars around the country and is an approved continuing education instructor for programs offered to attorneys, accountants, and financial planners.

Phil and his family reside in the Philadelphia area and in his leisure, he enjoys photography, tennis, swimming, and bicycle riding.

Morris Gocial, CPA – Strategic Partner

Morris Gocial, CPA, is a Partner at Mark Paneth, LLP

Mr. Gocial is an expert in forensic and litigation support services and business valuations. He advises his clients in areas such as maximizing profits, setting long-term goals, creating internal control systems, choosing financing alternatives; in addition to preparing business valuations for litigation-related matters, Mr. Gocial uses his expertise in matters such as gifting, succession planning, estate matters, buy-sell agreements, selling businesses, mergers & acquisitions to help clients with custom strategies to suit their needs.

Read more about Morris

As a Certified Forensic Accountant and Certified Valuation Analyst, Mr. Gocial is an expert in computing damages, business valuations, investigative accounting, auditing and other types of engagements. He has prepared reports and/or testified in US District Court for the District of Columbia, US District Court for the Eastern District of Pennsylvania, US Bankruptcy Court for the Eastern District of Pennsylvania, US Bankruptcy Court for District of Delaware, Superior Court of New Jersey Chancery Division and Family Division, West Virginia Circuit Court, Pennsylvania Court of Common Pleas for Philadelphia, Montgomery, Bucks, Chester counties and arbitration hearings.

Mr. Gocial utilizes his knowledge, skill and experience as a member of several Advisory Boards for privately held for-profit enterprises.

Prior to joining Marks Paneth, Mr. Gocial was the founding member of MDG, LLC.

EDUCATION

  • Temple University, Philadelphia, PA

EXPERTISE

  • Certified Public Accountant (CPA)
  • Certified Valuation Analyst (CVA)
  • Certified Forensic Accountant (CrFA)
  • Certified in Financial Forensics (CFF)
  • Diplomate of the American Board of Forensic Accounting (DABFA)

PROFESSIONAL MEMBERSHIPS

  • American Institute of Certified Public Accountants (AICPA)
  • Pennsylvania Institute of Certified Public Accountants (PICPA)
  • Member, Business Valuation Committee
  • Member, Forensic & Litigation Committee
  • New Jersey Society of Certified Public Accountants (NJSCPA)
  • National Association of Certified Valuation Analysts (NACVA)
  • American College of Forensic Examiners International (ACFEI)

Nick Stovall, CPA /PFSSM, CGMA, MBA – Strategic Partner

Nick is the President and Chief Tax Strategist of Stovall and Associates, Ltd.

Nick Stovall is at the forefront in accounting; strategic financial planning; business, IRA and technical taxation; tax law and policy; and investing. With extensive knowledge of the financial services industry and a solid understanding of the complex demands of diverse business settings, his experience provides invaluable perspective into the intricate relationship between tax and business issues. 

Read more about Nick

During his tenure in the private industry sector, Stovall served as the chief financial officer for Glenn Corporation, E Energy Adams and Gradient Financial Group, LLC. He has also consulted in the public sector serving individuals and businesses in the areas of financial and tax planning. Stovall was an instructor with National American University, teaching upper division accounting courses and remains a mentor for aspiring accountants in the Twin Cities area.

Stovall founded what is now Stovall and Associates, Ltd., an independent certified public accounting firm. As owner, president, and chief tax strategist for the company, Stovall provides an invaluable perspective on the intricate relationships between tax and business issues to clients across the United States and Europe.

He earned the Masters of Business Administration in Accounting and a Bachelor of Science in Finance from the University of St. Thomas where he graduated with distinction. In addition, he attended Carlson School of Management at the University of Minnesota for the Masters of Business Taxation. Nick is unique on the CPA space in that he also holds his series 27, 7 and 66, as well as his life and health license. In addition, Stovall recently just published his first book: “Retirement Income an Owner’s Manual.”

Stovall is a member of the American Institute of Certified Public Accountants (AICPA), Minnesota Society of Certified Public Accountants (MnCPA) and the Institute of Management Accountants (IMA). He is a member of Ed Slott’s Elite IRA Advisor Group.

He works with Retirement Prosperity Group as a strategic partner to help clients with tax minimization strategies.