Welcome to The Pam Group LLC
I’m a well known retirement and income planning specialist in the Phoenix, Arizona area. I use 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.
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Recent News
The CARES Act, RMD, and Hardship Distribution Changes: What You Need to Know
The CARES Act (The ...
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COVID-19: Negatively Impacting the Social Security Retirement System
COVID-19 has changed the way ...
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In Need of Tax-free Income in Retirement? Consider Life Insurance
When you think about tax-free ...
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Crisis Preparation: 3 Things for Safeguarding Your Financial Future
Safeguarding your financial ...
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HENRYs (High Earners Not Rich Yet) with Limited Wealth-Building Potential- Are You One of Them?
The term HENRY (High Earners ...
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Is Your Life Insurance Valid if You Die While Traveling Abroad?
Traveling abroad or living ...
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Why Your Advisor Is Talking to You about Fixed-Indexed Annuities
Once thought of as a single ...
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Why Fixed- Indexed Annuities? A Closer Look at Protecting Retirement Income
One of the most critical ...
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10 Financial Tasks To Complete Before 2020 (Yes, You Have Time)
Here we are, already to the ...
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INDIVIDUALS AND COUPLES
All couples, whether unmarried, married, or divorced, need financial advice. We provide financial planning resources to cater to all couples and individuals as well.
PARENTS WITH CHILDREN UNDER 18
All couples, whether unmarried, married, or divorced, need financial advice. We provide financial planning resources to cater to all couples and individuals as well.
PEOPLE OVER 55
It’s time to get serious about your financial planning when you reach your 50s. It isn’t too late to take steps to make sure your future and retirement are comfortable.
SMALL BUSINESS OWNERS
As a small business owner, managing your business is one of the most important things in life. However, it’s equally important to consider your personal financial plan as well.
CORPORATE EXECUTIVES
As a corporate executive or in an upper management position, you’re highly compensated. Because of this, you have more variables to evaluate when considering your retirement planning.
PRIVATE PRACTICE PROFESSIONALS
What actions can you take to ensure the financial future of your private practice is certain and secure?
Asset Protection
We help clients protect and preserve their financial futures through wealth building and smart tax strategies.
Needs Analysis
Let’s discuss your current situation and find out what opportunities you may be able to take advantage of.
Policy Review
Visit our interactive video center to learn more about how smart financial decisions can save you thousands of dollars.
