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Products & Services

Our focus is helping you improve your quality of life through strategies for investing. We offer a wide variety of products and services to help you solve today’s personal and business financial problems and to prepare for the future.

Personal Solutions
  • Non-Qualified Retirement Programs
  • Financial Resource Analysis
  • Life & Disability Income Insurance Needs
  • Retirement Income Needs
  • Budgeting and Cash Flow Study
  • Retirement Products
  • Individual Retirement Accounts (IRAs)
  • Retirement Needs Analysis
  • Tailored Retirement Programs
  • Long Term Care Insurance
  • Tuition Funding Programs
  • College Costs Analysis
  • Estate Planning *
  • Tax Reduction Strategies
  • Charitable Giving
  • Business Solutions
  • Business Continuation Planning
  • Buy – Sell Strategies
  • Family Business Succession Planning
  • Key Person Insurance Executive Fringe Benefits
  • Executive Bonus Plans
  • Deferred Compensation
  • Employee Benefit Program
  • Pension, Profit Sharing and 401(k) Plans
  • Payroll Deduction Plans
  • SIMPLE IRAs

* Estate Planning is accomplished by working in conjunction with the client’s tax and legal advisors.

3512 Paesano's Parkway Suite 103 San Antonio, TX 78231

Tel: (210) 881-5700 Fax: (210) 881-5698 Email: PAX.info@lpl.com


Securities and Advisory services offered through LPL Financial. A Registered Investment Advisor. Member FINRA / SIPC.

The LPL Financial representative associated with this website may discuss and/or transact securities business only with residents of the following states: Alabama, California, Colorado, Florida, Iowa, Illinois, Kansas, Louisiana, North Carolina, Nevada, Oklahoma, Tennessee, Texas, Virginia .