Meet The Team
The team behind PSP & Associates Retirement Wealth Strategists is made up of qualified financial professionals who are passionate about helping individuals and families achieve their ideal retirements.
Phillis Sax Pilvinis
President & Founder
When Phillis Sax Pilvinis works with clients, she focuses on one thing: uncovering the problems they need solved and then discovering the right tools to help solve them. She built PSP & Associates Retirement Wealth Strategists to provide Arizona retirees with advice they can count on to build a comfortable and confident retirement.
Phillis uses her 30+ years of experience in finance to calmly and steadfastly help guide clients through retirement, especially when markets – and accounts – can be turbulent. She has earned the Chartered Retirement Planning Counselor(CRPC®) designation, providing her with in-depth knowledge and understanding about the unique challenges pre-retirees and retirees face.
Phillis is also the author of the book “Creating Calm Amidst the Storm: How to Have Retirement Certainty Even in Uncertain Times.” She hosts a weekly radio show, “Retire Financially Fit with Phillis,” which is featured in the Arizona market. She has been featured in Senior Market Advisor, a professional journal of the retirement planning and advisory community, and is a chartered member of Ed Slott’s Master Elite IRA Advisor Group.
Phillis demonstrates her exceptional work ethic not only in her business but also in her personal life. She is an avid runner and has completed several marathons, including the Boston and New York marathons. The disciplined thinking and consistent approach required in long-distance running are also required for success when helping clients preserve and protect their retirement savings.
Longtime Arizonans, Phillis and her husband, Harry, live in Scottsdale. They have two adult children, Marisa and Scott, who are both part of the PSP & Associates Retirement Wealth Strategists team.
WORKING WITH AN ELITE IRA ADVISOR
WHAT IS AN ED SLOTT ELITE ADVISOR?
Ed Slott and Company is the nation's leading source of accurate, timely IRA expertise and analysis to financial advisors, institutions, consumers, and media across the country. We neither sell nor endorse any financial product.
Members of Ed Slott's Elite IRA Advisor GroupSM train with Ed Slott and his team of IRA Experts on a continuous basis. These advisors passed a background check, complete requisite training, attend semiannual workshops, webinars, and complete mandatory exams. They are immediately notified of changes to the tax code and updates on retirement planning, so you can be sure your retirement dollars are safe from unnecessary taxes and fees. Additionally, members have access to us, America’s IRA Experts to answer any tough questions or planning needs.
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.