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Phillis Sax Pilvinis

Meet the Advisor and Money Manager You Will be Comfortable Trusting with YOUR MONEY

PSP & Associates Spotlight


 

 

 

  • A wife, married for 33 years.
  • A mother of two.
  • A disciplined athlete.
  • A long-time Arizonan who loves the Southwest life.
  • An author.
  • A popular local radio host.
  • A nationally respected and celebrated finance expert.
  • A trusted advisor to hundreds of Arizona retirees for more than a decade.

Here is an advisor whose values you share. An advisor whose expertise is exceptional. An advisor you can count on.

COMMITMENT

Phillis and her husband of 33 years, Harry, a U.S Army veteran and retired business owner, live in Scottsdale, Arizona. Their son, Scott, is an accountant, their daughter, Marisa, a nurse. Many of her clients have been with her for over 10 years. In her over 30 years’ experience in finance, Phillis has seen booms and busts, prosperous and frightening times, and has been steadfast throughout, a calm voice of reason, a capable guardian of peoples’ financial security.

DISCIPLINE

In her free time, Phillis enjoys the Arizona outdoors and is an avid runner. She has even completed several challenging marathons, including the Boston and New York marathons. The iron will required for such athletic competition is the same disciplined thinking and consistent approach required for success with preservation and protection of savings.

EXPERTISE

Phillis’ educational background includes affiliation with nationally acclaimed IRA expert, Ed Slott, frequently seen on PBS-TV. She has also earned the prestigious Chartered Retirement Planning Counselor (CRPC®) designation from the College for Financial Planning. This designation qualifies her in having mastery knowledge of Pre-Retirement and Post-Retirement needs of individuals, retirement planning, and management of sources of retirement income.

AUTHOR & RADIO HOST

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 works with Arizona retirees and investors as private clients, providing 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.

RESPECTED BY PROFESSIONAL PEERS & MEDIA

Phillis has been featured in a cover story profile in Senior Market Advisor, the leading professional journal of the retirement planning and advisory community. This same magazine honored Phillis with runner-up finalist for National Advisor of the Year Award because of her commitment to her clients as well as her community. She was also acknowledged for her dedication to educating and informing clients in the featured article ‘Passion For Ethics’ from the National Ethics Association.

In the September 2016 issue of PHOENIX magazine, Phillis was recognized as one of Phoenix’s Fire Star Wealth Managers for 2016. The award is based on a rigorous, multifaceted research methodology, which incorporates input from peers and firm leaders along with client retention rates, industry experience and a thorough regulatory history review.

THE DEDICATED PROFESSIONAL THAT HUNDREDS OF PEOPLE LIKE YOU CHOOSE AS THEIR TRUSTED ADVISOR

People like Bill, a retired Ford Motor Co. executive, and Judy, a retired school teacher, who moved to Arizona from Grand Rapids, Michigan in 2009 to enjoy year-round golf and tennis and who love to attend Spring Training baseball games. And Charlie, a retired orthodontist, and his wife Betty, a retired community college professor, who relocated from Portland, Oregon in 2010 to enjoy Lake Havasu with their family and friends and share their love of boating. People like Jeff, a practicing engineer, and Pam, a former stay-at-home mom and now active grandmother, who are planning their retirement in just a few more years. All have found their way to more retirement certainty with Phillis’ guidance and expertise.

 

 


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BBB NEA

Investment advisory services are offered through PSP Financial Services, LLC, an Arizona Registered Investment Advisor. Phillis Sax Pilvinis is also a licensed insurance agent with the state of Arizona.