About PAX
We Believe
You Deserve More
When you think of wealth, it should mean more than just numbers on a monthly financial statement. At PAX Financial Group, we are fiduciaries who honor Judeo-Christian values and help high-net-worth individuals and families pursue their meaning of true wealth:
- Defining what financial freedom means to you
- Pursuing the type of lifestyle you’ve always wanted
- Building a legacy for you and your family
Why PAX was created
- Our services are tailored to successful individuals, families, and business owners who need assistance planning & managing their wealth
- To serve people with unique needs and complexities who need someone to proactively manage their finances
- We provide sophisticated wealth solutions for affluent individuals
Four foundational principles of our firm:
What we do: Overview with a focus on investment management.
At PAX Financial, we are a group of financial professionals who believe that helping our clients effectively manage their finances and meet their financial goals is the way for them to live a better life, regardless of their background. We are committed to providing our clients with the following services to help them live their best life:
- Comprehensive financial planning
- Investment management strategy
- Retirement planning
- Retirement & Benefit Plans for Business Owners
- Risk Management-Insurance Planning
The WHAT in what we deliver
- Protection: We aim to protect your assets by developing comprehensive risk management that works with your personal risk parameters in order to meet your financial and investment objectives
- Baby Steps: Debt can be a hard hole to climb out of. We put an emphasis on debt management and encourage all of our clients to avoid unnecessary debt
- PIVOT Process: Our PIVOT retirement process is designed to help clients prepare for the retirement lifestyle that they want to live.
- Creative Personalization: We personalize each and every one of our client’s financial plans to cater to their unique needs and financial situation
HOW we deliver the WHAT
We abide by the 7 Steps of Financial Planning that are held by the CFP® Board:
- Understand the Client’s Personal and Financial Circumstances
- Identify and Select Goals
- Analyze Client’s Current Course of Action and Potential Alternative Courses of Action
- Develop the Financial Planning Recommendations
- Present the Financial Planning Recommendations
- Implement the Financial Planning Recommendations
- Monitor progress and update
