Hy is a well known retirement and income planning specialist in the Phoenix, Arizona area and uses a team approach to develop solutions for clients' retirement security.
My partners include ethical and successful professionals in several disciplines, including: estate planning and elder law certified attorneys, registered investment advisors and securities experts, accountants and tax planners. We work together to achieve optimal expertise so that our clients can enjoy financial peace of mind during retirement.
Since 1987, I have built the Pam Group with particular expertise in various trust planning concepts, advanced life insurance strategies, and annuity programs which offer custom options for the growth, security, access and control of our clients' income no matter how long they live.
The Pam Group is committed to maintaining the highest standards of integrity and professionalism in our relationship with you, our client. Our process is to know and understand your financial situation and provide you with only the highest quality information, services, and products to help you reach your goals.
Services
Tax management
Investment management
Retirement strategies
Estate conservation
Insurance and annuity products
11201 N Tatum Blvd Ste 300
Phoenix, AZ 85028