About 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.
Since 1987, I have built the Pam Group with particular expertise in various trust planning concepts, advanced life insurance strategies, and annuity programs which offer custom options for the growth, security, access and control of our clients' income no matter how long they live.
I have provided counsel and education to thousands of seniors on how to preserve their assets. The strategies I developed have shown clients how to increase their retirement income and reduce their taxes so that they keep more of what they have earned. My experience in this business confirms that all of these areas are vital to a good retirement and income plan.
Each morning I look forward to helping friends and clients become better off, both financially and personally. I chose this business because my work can really make a tangible difference in my clients' well-being. As we work together, my clients become like family to me. I am always available (and I do return calls!) to answer questions or just discuss whatever is top of mind. It gives me great gratification to see the peace of mind my clients enjoy when their retirement plan is in order, by ensuring that they do not outlive their assets or lose them to a catastrophe.
I would like the opportunity to do the same for you.
11201 North Tatum Blvd #300
Phoenix, AZ 85028
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