Pivot Retirement Planning

Pivot Retirement Planning

Pivot Retirement Planning

PIVOT Retirement Planning™

If you look up the word retire in the dictionary, you might see this.. 

to take (something) out of use, service, or production

What???

So, if we understand retirement as it is defined, when you retire, your life is no longer useful.

We don’t think so!

Listen…it’s time to call your future something more appropriate.  At PAX Financial Group we call it PIVOTING.   Instead of retiring, we want you to PIVOT to the next chapter of your life, with purpose.

Our PIVOT Retirement Planning™ system helps you do just that.  We help you plan for retirement, which most advisors do.  But we go beyond that, since your retirement is about far more than just investments.

We help you prepare in all ways –financially, emotionally and physically –to move on to the best part of your life yet.

Because while it sounds great, many people retire without planning properly.  Then they are surprised and often befuddled by the dramatic changes to their day to day landscape.

Aside from money, you need to plan for how you will spend your time, how you will stay healthy, and how you will structure your day.  If your spouse is on the different timetable, that can be awkward too.

There’s so many other things that come into play that most of us don’t foresee.

Fortunately, we’ve learned from those ahead of us, and simple planning makes all the difference.

We’ve helped hundreds of people pivot successfully and smoothly to the next chapter of their life.

The result?

  • Comfort in knowing your finances are in order
  • Less stress during the transition
  • More confidence
  • Better relationships, since you’re prepared for the change
  • A clear sense of what you’d like to accomplish

Our patented PIVOT Retirement Planning™ process makes it easy and fun to plan your future!

Our PIVOT Retirement Planning™ system helps you do just that.  We help you with holistic financial planning for retirement, which most advisors do.  But we go beyond that, since your retirement is about far more than just investments.

Ready to pivot to your best future?

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