By using the best tools and strategies available my team and I take the fear out of your financial future and give you confidence in what lies ahead.
Over 300 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 15 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®), and a chartered member of Ed Slott’s Master Elite IRA Advisor Group. Mr. Slott is frequently seen on PBS-TV, as the nation’s leading IRA and retirement savings specialist. 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, 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 peace of mind in their retirement years.