Helping you to stay on track To and Through Retirement

We’ll help you plan and prepare for the lifestyle you desire.

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Live retirement independently and on your own terms.

It’s not the final chapter in the book of life but rather the beginning ... a second act. Join us at one of our educational events to see how we can help you with your retirement plan.

We offer over 30 years of retirement wealth management and income planning strategies to baby boomers and retirees, specializing in protecting and safely growing your finances today to help you create and maintain a comfortable lifestyle tomorrow.

Phillis Sax Pilvinis | Founder

Get Started With your

Retire Fit Analysis

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Schedule a meeting to sit down with us and discover what your ideal retirement looks like.

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Using the Retire Fit Analysis Process, we’ll examine your current financial situation and, based on your goals, determine your retirement needs.

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Work in tandem with the PSP team to develop your customized retirement strategy to get you to and through retirement successfully.

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We help you implement every phase of your financial strategy and keep you informed throughout the process.

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We meet with you regularly to discuss how well your strategy is working — and whether any changes are needed.

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Complimentary Reports

Choose from these complimentary reports for answers to your questions about:

  • Hidden tax time bombs in retirement savings
  • Safe options for higher interest/yield, and much more!
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“By using the best tools and strategies available, my team and I help take the fear out of your financial future and give you confidence in what lies ahead.”

Phillis Sax Pilvinis | Founder

Welcome!

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. You’ve chosen to live here in the magnificent Southwest, where my husband and I have made our home for over 20 years, for good reason – to relax, be safe and really enjoy your retirement. I can help. Let’s get acquainted.

Phillis Sax Pilvinis is the author of the book “Creating Calm Amidst the Storm: How to Have Retirement Certainty Even in Uncertain Times.” She is a Chartered Retirement Planning Counselor (CRPC®). Phillis passionately works with her clients to successfully navigate them to and through retirement in any economic climate, providing them a full range of financial advisory and money management services. She is independent and beholden to no company — not a salesperson pushed by a company to push its financial products! She is known as an outspoken, straightforward champion of people who’ve worked hard, played by the rules and earned the right to financial security and confidence in their retirement years.

Fill out our
Retirement Income Worksheet!

Ready to Take The Next Step?

For more information about any of the products and services listed here, schedule a meeting today or register to attend an event.

Or give us a call at 623.544.3424