PAX FINANCIAL GROUP, LLC - Dave Ramsey Endorsed Local Provider - Financial Planning Services
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Added: June 22, 2009 Views: 198 Ratings: 0
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Added: June 22, 2009 (More info)
http://www.paxfinancialgroup.com (210) 881-5700 PAX FINANCIAL Group, LLC Our focus is helping...
Added: July 23, 2008 (Less info)
http://www.paxfinancialgroup.com (210) 881-5700 PAX FINANCIAL Group, LLC Our focus is helping you improve your quality of life through strategies for financial peace of mind. We offer a wide variety of products and services to help you solve today's personal and business financial problems and to prepare for the future. Products & Services * Non-Qualified Retirement Programs * Financial Resource Analysis * Life & Disability Income Insurance Needs * Retirement Income Needs * Budgeting and Cash Flow Study * Retirement Products * Individual Retirement Accounts (IRAs) * Retirement Needs Analysis * Tailored Retirement Programs * Long Term Care Insurance * Tuition Funding Programs * College Costs Analysis * Estate Planning * * Tax Reduction Strategies * Charitable Giving * Business Solutions * Business Continuation Planning * Buy - Sell Strategies * Family Business Succession Planning * Key Person Insurance Executive Fringe Benefits * Executive Bonus * Deferred Compensation * Employee Benefit Program * Pension, Profit Sharing and 401(k) Plans * Payroll Deduction Plans * SIMPLE IRAs * Estate Planning is accomplished by working in conjunction with the client's tax and legal advisors. LICENSING: We are licensed to sell insurance in the following jurisdictions: TX. We are licensed to sell securities* in the following jurisdictions: TX. We cannot communicate with, nor respond to requests from, users who reside in jurisdictions where we are not licensed to conduct insurance/securities business. *Darryl Lyons, Joseph Schuetze, and Andres Gutierrez are Registered Representatives of and offer securities and investment advisory services through LPL Financial. A registered investment advisor. Member FINRA & SIPC. Supervisory office: 400 N. Loop 1604 E Ste 330, San Antonio, TX 78232, (210) 881-5700. PAX Financial Group is not an affiliate or subsidiary of LPL Financial
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