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Phillis Sax Pilvinis

14985 W Bell Rd
Surprise, AZ 85374-3231
(623) 544-3424
Fax: (623) 214-1525
Services Offered:
Financial, Insurance
Phillis Sax Pilvinis serves Peoria, AZ, Phoenix, AZ, Surprise, AZ, Sun City West, AZ, Sun City, AZ and more...
  • General Information
  • General Information
  • Description
    About My Business
    PSP & Associates is greater Phoenix’s premier retirement and estate planning firm, specializing in protecting and preserving your finances today to help you create and maintain a comfortable lifestyle for tomorrow.
    About My Services
    PSP & Associates was established in 1996 by Phillis Sax Pilvinis, CRPC, with the purpose of helping Phoenix area baby boomers and retirees grow and protect their life savings, secure an income for life and preserve their quality of life in retirement. In most cases, PSP & Associates is able to assist you with:

    •Growing and protecting your assets;
    •Creating a comprehensive plan for retirement;
    •Securing a tax-free, reliable income for life;
    •Reducing taxes in retirement;
    •Preserving your quality of life in retirement;
    •Coordinating with legal advisors to create a trust, will or estate plan;
    •Structuring a legacy for loved ones and charities;
    •Avoiding the high costs of probate; and
    •Preventing financial hardships caused by unexpected health care costs.
    As an independently owned and operated Investment Advisor Representative and insurance firm, we are a client-centered service business. We create retirement plans based on our clients’ unique needs and financial goals. Each plan receives our undivided attention and an annual assessment to help ensure it continues to meet its objectives as market conditions, offerings and clients’ needs change.

    Our professional network includes REAP Financial Group, our Registered Investment Advisor firm. This strategic relationship enables us to offer diverse investment opportunities and grants us access to the latest resources made available in the industry. Through our membership with the industry associations MDRT and the Financial Planning Association (FPA), PSP & Associates participates in ongoing education in topics of financial planning, taxation, retirement income, investments and specialized insurance.

    Phillis Sax Pilvinis is a member of the exclusive Ed Slott Master Elite IRA Advisor Group™, a private organization comprised of the top financial professionals in the country, who are committed to advanced training on planning strategies for individual retirement accounts (IRAs).

    Ed Slott, who is considered the leading authority in the United States on IRA transfers and tax reduction strategies, created this elite organization for financial advisors dedicated to becoming leaders in the industry and top advisors in their respective communities. As a member of Ed Slott’s Master Elite IRA Advisor Group, Pilvinis participates in continuing education classes on the latest changes to IRA tax laws and has access to the most advanced IRA information available, giving her the absolute best financial know-how for assisting her IRA clients.

    PSP & Associates provides comprehensive financial planning with an emphasis on protecting and preserving their clients life savings, while planning for, enjoying and maintaining a comfortable lifestyle in retirement.
    Experience And Credentials
    Member, Chartered Retirement Planning Counselor (CRPC)
    Member, Ed Slott Master Elite IRA Advisor Group
    Member, National Ethics Bureau
    Member, Society for Financial Awareness (SOFA)
    Member, Million Dollar Round Table (MDRT)
    Member, Financial Planning Association (FPA)
    Languages Spoken by Staff
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