Creating Calm Amidst the Storm

Worried about Wall Street? Feeling stressed about tax rates and where they’re headed? Anxious about cracking your nest egg, or outliving your money? You’re right to be concerned—the three legged stool of Social Security, pensions, and personal savings that our parents depended on is broken beyond repair.

But don’t panic; it’s not too late to take control of your money, and your retirement, so you can enjoy the golden years you’ve worked so long and hard to get to. Wealth management expert and retirement and income planning specialist Phillis Sax Pilvinis tells you how, in this comprehensive, straight-talking guide to guarding and growing your retirement funds, even in this challenging climate. You’ll learn about…

  • The three phases of money, and how to plan for each.
  • Why the “one size fits all” approach to retirement planning, doesn’t.
  • What Wall Street doesn’t want you to know.
  • How to safeguard your money in the event of a catastrophic illness.
  • How to choose the right financial advisor – and how to spot the wrong one.

Don’t fail to plan; that’s just planning to fail. You can’t control a lot of things—the Stock Markets, the tax rates, rising costs of health care—but what you CAN control can make all the difference to how you live the rest of your life. Let’s get started and create your calm amidst the storm!

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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.