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We will help you plan for retirement, which most advisors offer. However, we go the extra mile because we understand that retirement encompasses more than just investments. During our meetings, we will delve into:
- What do you really want to accomplish?
- Identify the purpose money has for you.
- Prioritize your goals.
- Discuss trade-offs.
- Clarify what matters most to you.
- Taking action.
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.