Get to know the PAX team

Are We Right For You?

Focusing on your needs

It’s not just about your money…it’s about your life.

Most financial advisors focus on your investments.  To them, the goal is to simply end up with the big number.

Sure, the money is an important tool, but isn’t it more important to get where you want to be?

 

    You                                                            Your Dreams

Pivot Retirement Planning-PAX Financial Group

PAX Financial Group helps you realize your dreams

So, at PAX Financial Group, we focus on more than just your investments.  We help you:

  • Get clear on what you really want out of your future
  • Determine where you’re starting from
  • Come up with a plan to get you there
  • Continually work together with you to keep you on track to your dreams

In fact, we’ve developed an entire system to help you pivot successfully to the next chapter of life.

Whatever retirement looks like for you, we’re here to help you live your best life.

Are We Right for You?

At PAX Financial Group, we’re specialists in helping real people plan for the future.  Not just a future with a certain number…a future that represents the life you want for yourself and your family.

Here’s more to see if we’re right for you:

  • I want service from objective financial professionals who aren’t paid on commission.

PAX is a fee-based, fiduciary advisory firm, meaning we put your interests first.  All our team members are paid a salary, so there’s absolutely no incentive to push any products

  • I want someone who helps me plan for the future, then helps me make sure I stay on track.

There’s a lot of distance between a plan and making it happen.  We’re here to help you stay accountable to your own dreams!

  • I don’t want to risk my entire future on just one person’s opinion.

There’s a whole lot riding on your nest egg.  While we use only time-tested, evidence based investing principles, we don’t believe it’s prudent to put all your investment decisions in the hands of just one person.  Instead we use a committee of experienced specialists, so there’s always more than one pair of eyes watching your money.

  • I want to really understand my finances and not just listen to a ‘guru’.

Some advisors prefer clients not ask questions.  Not at PAX Financial Group!  Instead, we know that engaged, interested clients are the ones most likely to achieve their goals.  We’re here to help you understand your money so you can achieve what you dream about.

At PAX Financial Group, we’re specialists in helping real people plan for the future. Not just a future with a certain number…a future that represents the life you want for yourself and your family.

Read our new book

The grand money chasm