Financial Services

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PAX Products & Services

We offer a wide variety of products and services to help you solve today’s personal and business financial problems and enable you to prepare for the future; whether that be for your business and it’s employees or your family. Our focus is helping you improve your financial plans and quality of life through strategies for investing.

Here are a few solutions we offer at PAX for individuals, families, and organizations.

Personal Solutions

When it comes to your family’s finances, you need advisors that you can trust and that have your best interests in mind. At PAX Financial Group, we’ll help you build a long-term financial plan that’s designed to give you confidence when it comes to things like retirement, investing, college tuition, estate planning, and even maximizing your tax strategies on a yearly basis.

In addition, we can also analyze your salary, benefits, pension/profit-sharing program, 401(k), and other “hidden” sources of income to help you get the most out of your career, your paychecks, and your investments.

Don’t leave your financial future up to chance. Get in touch with PAX Financial Group today and start building a path financial confidence for yourself and your family.

Individual solutions we can help you with:

  • Retirement Planning
  • College Planning
  • Financial Analysis
  • Retirement Analysis
  • Investment Education
  • Insurance Analysis (Health, Life, Disability and Long Term Care)
  • Investment Options
  • and more

Learn how we can help with family financial planning and analysis. Contact us today at (210) 881-5700 or online, to speak with our financial analysts.

Business Solutions

Watching your company grow, increase its sales volume, and add clients is a rewarding experience, but it can also create new headaches when it comes to managing your business’s finances. The experts at PAX Financial Group understand the unique challenges that you face as a business owner, and we can help you create financially sound plans for things like employee benefits packages, salaries, and insurance.

Whether your company has one employee or 1,000 employees, having a trusted and experienced team of financial advisors constantly monitoring and analyzing your biggest expenses will help you focus on your true passion: running your business and being the best at what you do.

Contact our financial experts today for an initial consultation and let us begin building a custom financial plan that will create a stable foundation for your business, for years to come. You can also call (210) 881-5700 to speak with us.

Business Solutions by PAX:

  • Key Person Insurance Executive Fringe Benefits
  • Deferred Compensation
  • Employee Benefit Program
  • Pension, Profit Sharing and 401(k) Plans
  • Payroll Deduction Plans
  • Individual and Group Health Insurance

Net Worth Planning

PAX Financial Group’s Net Worth Planning Process


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