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  • What We Do
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Complimentary Reports

Choose from these complimentary reports for answers to your questions about IRAs, Roth IRAs, 401(k)s, hidden tax time bombs in retirement savings, safe options for higher interest/yield and much more!

7 Retirement Planning

7 Retirement Planning Strategies Your Advisor May Never Have Told You and What You Can Do Now

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Capture Better Yield

Capture Better Yield on a Low-Yield Battlefield – Safely

5 Strategies to Help You Get Higher Yield and Better Interest on Your Life Savings Regardless of Economic Climate

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Choosing the Right Financial Advisor

Choosing the Right Financial Advisor in 5 Easy Steps

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Choosing the Right Tax Professional

Choosing the Right Tax Professional in 5 Easy Steps

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Contributing to a Health Savings Account (HSA)

Contributing to a Health Savings Account (HSA) in 5 Easy Steps

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Longevity Annuity Contracts

Examining Qualifying Longevity Annuity Contracts in 5 Easy Steps

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Using IRAs to Help Children

Using IRAs to Help Children in 5 Easy Steps

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social-security-report

Social Security Decisions

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checklist

Retirement Ready Checklist

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Fax: 623.214.1525
Email: admin@pspassoc.com

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Peoria, AZ 85382
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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.

Investing involves risk, including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values.

None of the information contained on this website shall constitute an offer to sell or solicit any offer to buy a security or any insurance product. Any references to protection benefits, safety, security, or steady and reliable income streams on this website refer only to fixed insurance products. They do not refer, in any way, to securities or investment advisory products. Annuity guarantees are backed by the financial strength and claims-paying ability of the issuing insurance company. Annuities are insurance products that may be subject to fees, surrender charges and holding periods which vary by insurance company. Annuities are not FDIC insured.

The information and opinions contained in any of the material requested from this website are provided by third parties and have been obtained from sources believed to be reliable, but accuracy and completeness cannot be guaranteed. They are given for informational purposes only and are not a solicitation to buy or sell any of the products mentioned. The information is not intended to be used as the sole basis for financial decisions, nor should it be construed as advice designed to meet the particular needs of an individual's situation.

Neither the firm nor its agents or representatives may give tax or legal advice. Individuals should consult with a qualified professional for guidance before making any purchasing decisions. PSP & Associates Retirement Wealth Strategists is not affiliated with the U.S. government or any governmental agency.

Ed Slott’s Elite IRA Advisor Group℠ (“Ed Slott”) is a membership organization. Membership requirements include payment of annual dues, ongoing training and successfully passing two exams per year based on material covered during workshops and webcasts. While members do receive advanced training in IRA distribution strategies, their membership in Ed Slott’s Elite IRA Advisory Group℠ in no way implies that they are experts on IRA distributions. Ed Slott’s Elite IRA Advisor Group℠ logo and/or trademarks are the property of their respective owner and no endorsement of PSP & Associates Retirement Wealth Strategists is stated or implied.

Any media logos and/or trademarks contained herein are the property of their respective owners and no endorsement by those owners of PSP & Associates Retirement Wealth Strategists is stated or implied.

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