Using the Retire Fit Analysis Process, we'll examine your current financial situation and, based on your goals, determine your retirement needs. Work in tandem with the PSP team to develop your customized retirement strategy to get you to and through retirement successfully. We help you implement every phase of your financial strategy and keep you informed throughout the process.
We meet with you regularly to discuss how well your strategy is working - and whether any changes are needed. Hundreds of Valley of the Sun retirees and investors have come to trust our team to guide them through the complex financial world and give them frank, unbiased advice for achieving their retirement goals and dreams.
We meet with you regularly to discuss how well your strategy is working - and whether any changes are needed. Hundreds of Valley of the Sun retirees and investors have come to trust our team to guide them through the complex financial world and give them frank, unbiased advice for achieving their retirement goals and dreams.
Services
At PSP & Associates Retirement Wealth Strategists, we believe everyone should be able to live the retirement they've always wanted. Our team of professionals can help you create a well-thought-out strategy, using a variety of investments and insurance products and services, to help you address your financial needs and concerns.
The team behind PSP & Associates Retirement Wealth Strategists is made up of qualified financial professionals who are passionate about helping individuals and families achieve their ideal retirements. When Phillis Sax Pilvinis works with clients, she focuses on one thing: uncovering the problems they need solved and then discovering the right tools to help solve them.
Our seminars focus on common financial concerns that individuals and families face in retirement, things like how to prepare for unexpected medical expenses and ways to create income to help support your desired lifestyle. Attend one of our seminars to learn how addressing these concerns can help you feel more confident about the days ahead.
In her weekly radio show, "Retire Financially Fit with Phillis Sax Pilvinis, " the accomplished retirement and income planner explores topics on how to become both physically and financially fit in order to obtain confidence in retirement.
She shares motivational and inspirational stories with area residents and regularly features nationally renowned guests to discuss topics such as how to remain healthy as you stay fiscally fit and how to live with financial certainty in a turbulent economy, to name a few.For more information about any of the products and services listed here, schedule a meeting today or register to attend an event.
She shares motivational and inspirational stories with area residents and regularly features nationally renowned guests to discuss topics such as how to remain healthy as you stay fiscally fit and how to live with financial certainty in a turbulent economy, to name a few.For more information about any of the products and services listed here, schedule a meeting today or register to attend an event.
Listed below are few financial articles we would like to share with you. If you would like to receive more information or schedule time to discuss any of the topics or strategies mentioned, please call our office at 623-544-3424. For more information about any of the products and services listed here, schedule a meeting today or register to attend an event.
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