Life can get complicated….

Learn more about pax

Ready to have an honest conversation about the health of your wealth?

Getting started is as easy as 1-2-3!
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STEP 1:

Connect with us to speak with an advisor

STEP 1:

Connect With Us to Speak with an Advisor

We are excited to speak with you. Don’t hesitate to reach out.
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STEP 2:

Meet with a Financial Expert

STEP 2:

Meet with a Financial Expert

We want to focus on what you care about. We have a discovery process to genuinely understand what drives you. Clarity on your goals and resources is the first step in living the life you want.
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STEP 3:

Create a Personalized Plan

STEP 3:

Create a Personalized Plan

Identifying trade-offs you are willing to make allows us to create a personalize plan that reflects your values and the necessary steps to reach your financial goals.
WHY PEOPLE CHOOSE PAX

With PAX Financial Group, you get advice from fiduciary advisors who are passionate about investing in your life.

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We help you prepare for any twists or turns that life brings.

Managing your money can be a complex process. If you’re like most people, you’re very busy so dealing with financial issues can be a challenge.

We develop a custom financial roadmap that we’ll help you manage to ensure you’re staying on track to meet your life goals.

LEARN MORE ABOUT OUR PROCESS
HOW TO RETIRE DURING A VOLATILE MARKET

Read the seven steps to help you stay on track

Ready to have a real conversation
about securing your future?

Schedule a free, no-strings-attached retirement checkup today.