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Phillis Sax Pilvins

A veteran and a pioneer of the financial services industry, Phillis Sax Pilvinis, CRPC®, founder of PSP & Associates, has been assisting the greater Phoenix and surrounding area Baby Boomers and retirees for over a decade. She specializes in the areas of retirement and income planning for individuals and their families and considers herself a preservation specialist when dealing with one¹s life savings.

Phillis is a popular radio show host, published author, national presenter on the topics of income planning, 401(k) rollovers and advanced IRA tax reduction strategies. Phillis educates area residents on comprehensive estate and retirement planning issues, helping them avoid the hardships that may come with an under-planned or unplanned retirement. Additionally, 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.

Phillis has not only become a successful business professional in Arizona, as featured in Forbes Magazine, but she has also made great strides nationally as a woman in finance. She was named as a finalist in the top five Advisor of the Year awards and is frequently asked to share her story at various industry events.