Individuals & Family

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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.


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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:

Net Worth Planning

PAX Financial Group’s Net Worth Planning Process


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