Services for Individuals
Custom Plans for Your Needs
The PAX Financial Group Full Service Approach includes financial assessments, retirement planning, investment management, insurance and practical advice.
For families and individual investors, our goal is to help you remove financial stress and implement a retirement strategy. So we help you with all aspects of your financial life which can include:
- Investment Management
- PIVOT Retirement Planning™
- Individual Retirement Accounts (IRAs) and Roth-IRAs
- Non-Qualified Retirement Programs
- Life & Disability Income Insurance Needs
- Retirement Needs Analysis
- Health Insurance
- Long Term Care Insurance
- Tuition Funding Programs
- College Costs Analysis
- Charitable Giving
- Estate Planning*
* Estate Planning is managed by working in conjunction with the client’s tax and legal advisors.
Keeping You Informed
Many people leave their advisors each year because they don’t feel like they are kept informed. We can’t blame them…with your life savings, you need to be kept fully informed at all times.
So at PAX Financial Group, we take this seriously. Here’s how:
- 24/7 online access to your accounts
- Quarterly reports
- Monthly reporting of balances
- Annual meetings, either in person or virtual, at a minimum. Or more often (unlimited) if there are issues that need to be addressed
- Quick access to us during business hours, by phone or email
