Tax Freedom Summit
Space is limited!
Phillis Sax Pilvinis
Meet the Advisor and Money Manager You Will be Comfortable Trusting with YOUR MONEY
Phillis Sax Pilvinis is a 37 year veteran and pioneer of the financial services industry. She holds the CRPC®
designation and is President and Founder of PSP & Associates. Phillis has been assisting the greater
Phoenix and surrounding area Baby Boomers and retirees for decades. She specializes in the areas of
customized retirement and income planning for individuals and their families, and considers herself a
“preservation and income specialist” when dealing with one’s life savings. As an independent
investment advisor representative, Phillis takes her role as your fiduciary very seriously. She is a
chartered member of Ed Slott’s Master Elite IRA Group, an exclusive organization of financial advisors
dedicated to being leaders in the IRA industry, and she is committed to providing fresh, cutting edge
strategies and life changing ideas to help her clients meet their retirement goals.
Phillis is the best-selling author of “Creating Calm Amidst The Storm: How To Have Retirement Certainty
Even In Uncertain Times”, a popular radio host, national presenter on topics of income planning, 401(k)
rollovers and advanced IRA tax reduction strategies. She has instructed hundreds of other financial
service professionals on how to assist retiring boomers with transitioning from the working years to the
retirement years, as well as assisting retirees with proper income planning. Additionally, Phillis educates
area residents on comprehensive estate and retirement planning issues, helping them avoid hardships
that come with an under-planned or unplanned retirement.
Phillis is a resident of Peoria, where she resides with her husband of over 30 years, Harry, a U.S. Army
veteran and retired business owner. They are the proud parents of two grown children, Scott and
Marisa, and the grandparents of Blake, a new grandson. In her free time, she enjoys the outdoors and is
an avid runner; she has completed several challenging marathons including the Boston and New York
As Seen On
Investment advisory services offered through PSP Financial Services, LLC, an Arizona Registered Investment Advisor. Insurance products and services offered through PSP & Associates, Inc. The aforementioned are affiliated companies. No products will be sold during the webinar, and while attendees are welcome to schedule individual meetings with the Advisor, there is no obligation to do so. Attendance is subject to advisor’s approval. This event is designed for individuals and couples at or near retirement. As a professional courtesy, we ask that Financial Planners and Brokers not attend.