Most people build financial plans for retirement, college, and giving, but often don’t stop to think how those plans reflect their beliefs. At PAX Financial...
Trying to plan retirement on your own? With rising costs, market uncertainty, and a flood of conflicting advice online, many Texans are finding that DIY...
Many start with DIY retirement planning, thinking it’s relatively simple and a good way to save on costs. However, as assets grow, things become far...
It’s natural to want to delay conversations about legacy planning. After all, no one enjoys contemplating their own mortality or the loss of someone they...
Are you looking to retire in Texas? The Lone Star State offers a unique blend of financial benefits and lifestyle opportunities, making it an appealing...
“Children are a heritage from the Lord, offspring a reward from him.” — Psalm 127:3 For Texas’ faith-based community, this scripture highlights both the blessing...
As a high-net-worth business owner, you have dedicated decades to building a successful enterprise. Your business is more than just a source of income, it...
Ready to have a real conversation about securing your future?
Schedule a free no-strings-attached phone conversation.