For families and individual investors, we strive to maintain an educational environment and always demonstrate “the heart of a teacher” approach. After a session, focused solely on education, everybody is given a pressure-free option to decide if PAX makes a good fit.
From there, we conduct a thorough financial analysis of your financial and retirement readiness and develop a comprehensive custom plan to guide you to financial independence. From our financial audit and analysis, your plan will be matched to your risk tolerance and include a final recommendation with an appropriate mix of asset classes to properly diversify your portfolio. Once a plan is executed, together, we will perform ongoing maintenance and provide education regularly to ensure your plan remains in line with your objectives.
*There is no guarantee that a diversified portfolio will enhance overall returns or outperform a non-diversified portfolio. Diversification does not protect against market risk.
LEARN MORE ABOUT OUR PROCESS
READY NOW? START HERE or CALL (210) 881-5700
Financial solutions PAX can help you with:
- Non-Qualified Retirement Programs
- Life & Disability Income Insurance Needs
- Retirement Products
- Individual Retirement Accounts (IRAs)
- Retirement Needs Analysis
- Long Term Care Insurance
- Tuition Funding Programs
- College Costs Analysis
- Estate Planning*
- Charitable Giving
* Estate Planning is managed by working in conjunction with the client’s tax and legal advisors.
We also offer: