Do You Have the Right Protection?

Insurance Planning

Customized Planning

As a convenience to our clients, we also can help you obtain the insurance coverage you need.   Since we do this along with your financial planning, we can help you properly analyze your needs so you end up with the right amount of insurance.

Here’s the types of policies we can help you evaluate and purchase:

  • Life Insurance
  • Disability Insurance
  • Health Insurance
  • Long Term Care Insurance

If appropriate for your circumstances and goals, we can also provide you with fixed income annuities.

This helps make PAX Financial Group your one-stop shop for all your financial needs.

Wondering if you’re on track for the future you want?

Schedule a free, no-strings-attached retirement checkup today.