Client Relationship Summary
Menu

Tag: Retirement planning in san antonio TX

Is a Financial Advisor Worth It? Cost vs. Benefits for San Antonio Retirees
financial advisor San Antonioretirement
by Darryl W. Lyons 7 Oct 2025

Is a Financial Advisor Worth It? Cost vs. Benefits for San Antonio Retirees

Are you wondering if a financial advisor’s fees are worth the investment? It’s a common question, especially among those who prefer a hands-on, DIY approach...
Why Every Small Business Needs to Rethink Its 401(k) Strategy
retirement
by Darryl W. Lyons 29 Sep 2025

Why Every Small Business Needs to Rethink Its 401(k) Strategy

When running a small business, it’s easy to focus on today’s challenges: making payroll, satisfying customers, and keeping the doors open. With many pressing demands,...
Worried About Outliving Your Savings? How a San Antonio Fiduciary Tackles Longevity Risk
Financial Planningretirement
by Darryl W. Lyons 22 Sep 2025

Worried About Outliving Your Savings? How a San Antonio Fiduciary Tackles Longevity Risk

Living a long, healthy life is something most people hope for, and more Americans are doing just that. Thanks to advances in healthcare and lifestyle...
Stay Calm in Market Storms: Why a Financial Advisor Is Your Retirement Anchor
Financial Planning
by Darryl W. Lyons 8 Sep 2025

Stay Calm in Market Storms: Why a Financial Advisor Is Your Retirement Anchor

After years of steady gains in the stock market, 2025 has brought a wave of turbulence that’s hard to ignore. From uncertainty surrounding interest rates...
​​Countdown to 2024: Optimize Your Retirement with Five Year-End Steps
Financial Planningretirement
by Darryl W. Lyons 26 Oct 2023

​​Countdown to 2024: Optimize Your Retirement with Five Year-End Steps

If you’re a professional, executive, or business owner in Texas living in the San Antonio area and preparing to retire in 2024, congratulations!  As you...

Ready to have a real conversation about securing your future?

Schedule a free no-strings-attached phone conversation.

Talk with Us Today!
Investment Advisory Services are offered through PAX Financial Group
This site is published for residents of the United States only. Investment Advisor Representatives may only conduct business with residents of the states and jurisdictions in which they are properly registered or qualifies for an exemption or exclusion from registration requirements. Therefore, a response to a request for information may be delayed until appropriate registration is obtained or exemption from registration is determined. Not all of the services referenced on this site are available in every state and through every advisor listed. For additional information, please contact PAX Financial Group at 210-881-5700.
Copyright 2025. PAX Financial Group, LLC. All rights reserved.