PSP & Associates, Inc.
14985 W. Bell Road #100
Surprise AZ 85374

Phillis Sax Pilvinis

PSP & Associates is the greater Phoenix area's premier retirement and income planning firm, specializing in protecting and safely growing your finances today to help you create and maintain a comfortable lifestyle for tomorrow.

PSP & Associates was established in 1996 by Phillis Sax Pilvinis, CRPC, with the purpose of helping Baby Boomers and retirees safely grow and protect their life savings, secure an income for life and preserve their quality of life throughout retirement. PSP & Associates specializes in assisting you with:
  • Creating a comprehensive plan for retirement
  • Securing a guaranteed, increasing income for life
  • Growing and protecting your assets
  • 401(K) rollovers
  • Reducing taxes in retirement
  • Reducing fees in retirement
  • Preserving your quality of life in retirement
  • Coordinating with legal advisors to create a trust, will or estate plan
  • Structuring a legacy for loved ones and charities
  • Preventing financial hardships caused by unexpected health care costs

Services

§             Financial Analysis

§             Retirement and Investment Planning

§             Income Planning

§             Tax Analysis and Strategies

o        Tax Reduction

o        Social Security Taxes

o        Estate Taxes

§             IRA & 401(k) Rollovers

§             IRA Legacy Planning

o        IRA Accounts

o        Life Insurance

o        Probate

o        Charitable Giving

§             Asset Protection

§             Long Term Care

§             Estate Planning

14985 W. Bell Road #100
Surprise AZ 85374
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