MAKING YOUR FUTURE A SUCCESS

Plan for tomorrow today!

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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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.

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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.

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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.

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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. 

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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. 

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PRIVATE PRACTICE PROFESSIONALS

What actions can you take to ensure the financial future of your private practice is certain and secure? 

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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.

Estate Planning Basics