PAX Financial Group, LLC

(on loop)
Financial and Investment Services in San Antonio, TX
Financial and Investment Services
Financial Services

Hours

Monday
8:30AM - 4:30PM
Tuesday
8:30AM - 4:30PM
Wednesday
8:30AM - 4:30PM
Thursday
8:30AM - 4:30PM
Friday
8:30AM - 4:30PM
Saturday
Closed
Sunday
Closed

Location

270 N Loop 1604 E,
San Antonio, TX
78232

Photos

PAX Financial Group, LLC Photo

Services

  • Financial Planning
  • Investment Management
  • Retirement Planning
  • Employee Benefits
  • 401K pension plans

Latest

Will the election results lead to a stock market crash? The Presidential election is right around the corner. Will the election results affect the stock market? If you are concerned about your investments and the status of the stock market, Darryl Lyons CEO of PAX Financial Group, has a message for you.
Top 5 Reasons You Should Get a New Doctor Before Retiring (Bonus: Free eBook) Have you thought about this before? Join in as PAX Financial Group's CEO, Darryl Lyons, chats with Financial Adviser, Brad Hallet about the Top 5 Reasons You Should Get a New Doctor Before Retiring. Free eBook link: https://info.paxfinancialgroup.com/ebook-how-to-retire-during-a-volatile-market
Top 5 Reasons You Should Get a New Doctor Before Retiring (Bonus: Free eBook) Have you thought about this before? Join in as PAX Financial Group's CEO, Darryl Lyons, chats with Financial Adviser, Brad Hallet about the Top 5 Reasons You Should Get a New Doctor Before Retiring. Free eBook link: https://info.paxfinancialgroup.com/ebook-how-to-retire-during-a-volatile-market Top 5 Reasons You Should Get a New Doctor Before Retiring
Can I Be Financially Responsible and Still Have Fun? Follow This 6-Step Plan https://hubs.li/H0x2mlt0 BLOG.PAXFINANCIALGROUP.COM Can I Be Financially Responsible and Still Have Fun? Follow This 6-Step Plan
Top 5 Emergency Fund Ideas Before Retirement Certified Financial Planner, Jim Crider joins PAX Financial Group's CEO, Darryl Lyons, as they discuss the Top 5 Emergency Fund Ideas Before Retirement. Free ebook below! https://info.paxfinancialgroup.com/ebook-how-to-retire-during-a-volatile-market The material is provided by PAX Financial Group, LLC, the opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendations for any individual. The information herein has been derived from sources believed to be accurate. This information should not be construed as investment, tax or legal advice and may not be relied on for the purpose of avoiding any Federal tax penalty. This is neither a solicitation nor recommendation to purchase or sell any investment or insurance product or service and should not be relied upon as such. All economic and performance data is historical and not indicative of future results. Consult your advisor for more information. Investment Advisory services offered through PAX Financial Group, LLC.
Top 5 Emergency Fund Ideas Before Retirement Certified Financial Planner, Jim Crider joins PAX Financial Group's CEO, Darryl Lyons, as they discuss the Top 5 Emergency Fund Ideas Before Retirement. Free ebook below! https://info.paxfinancialgroup.com/ebook-how-to-retire-during-a-volatile-market The material is provided by PAX Financial Group, LLC, the opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendations for any individual. The information herein has been derived from sources believed to be accurate. This information should not be construed as investment, tax or legal advice and may not be relied on for the purpose of avoiding any Federal tax penalty. This is neither a solicitation nor recommendation to purchase or sell any investment or insurance product or service and should not be relied upon as such. All economic and performance data is historical and not indicative of future results. Consult your advisor for more information. Investment Advisory services offered through PAX Financial Group, LLC. Top 5 Emergency Fund Ideas Before Retirement
Don't switch lanes with your money! Hear what PAX Financial Group's CEO, Darryl Lyons, has to say about that in this short video.
https://hubs.li/H0xTt5F0 BLOG.PAXFINANCIALGROUP.COM One Tip That Can Help You Avoid Retirement FOMO
PAX Financial Group, LLC posted a video to playlist Facebook Live Q&As. October 8 at 10:58 AM · Top 5 Reasons Sleep is Important in Retirement How has your sleep been recently? PAX Financial Group's CEO, Darryl Lyons interviews Certified Financial Planner, David Alvarez to discuss the Top 5 Reasons Sleep is Important in Retirement. ***Also, see the comments for a FREE EBOOK about 'How to Retire in a Volatile Market'***
Top 5 Reasons Sleep is Important in Retirement How has your sleep been recently? PAX Financial Group's CEO, Darryl Lyons interviews Certified Financial Planner, David Alvarez to discuss the Top 5 Reasons Sleep is Important in Retirement. ***Also, see the comments for a FREE EBOOK about 'How to Retire in a Volatile Market'***
Top 5 Things to Consider When Hiring a CPA Looking for a CPA? PAX Financial Group's CEO, Darryl Lyons, discusses the Top 5 Things to Consider When Hiring a CPA, with CPA Mark Goldman. Free eBook link: https://info.paxfinancialgroup.com/ebook-how-to-retire-during-a-volatile-market
Top 5 Things to Consider When Hiring a CPA Looking for a CPA? PAX Financial Group's CEO, Darryl Lyons, discusses the Top 5 Things to Consider When Hiring a CPA, with CPA Mark Goldman. Free eBook link: https://info.paxfinancialgroup.com/ebook-how-to-retire-during-a-volatile-market Top 5 Things to Consider When Hiring a CPA
Check out this 5 star Google My Business review by Adam Lazar: Great team and personalized service! Highly recommend! See the review on Google My Business by clicking the link below. GOOGLE.COM PAX Financial Group, LLC
[Video] Top 5 Considerations When Buying an RV in Retirement Are you thinking about buying an RV? Make sure you do your research first! Hear PAX Financial Group's CEO, Darryl Lyons, discuss this topic with Certified Financial Planner, Jim Crider. WANT TO SPEAK WITH A PAX ADVISER? Click the link below to self-schedule a 15-minute phone call with one! https://paxfinancial.force.com/InviteManager/s/onlinescheduler?processId=a3O1Q000002IDfVUAW FREE EBOOK! Clikc the link below: https://info.paxfinancialgroup.com/ebook-how-to-retire-during-a-volatile-market
[Video] Top 5 Considerations When Buying an RV in Retirement Are you thinking about buying an RV? Make sure you do your research first! Hear PAX Financial Group's CEO, Darryl Lyons, discuss this topic with Certified Financial Planner, Jim Crider. WANT TO SPEAK WITH A PAX ADVISER? Click the link below to self-schedule a 15-minute phone call with one! https://paxfinancial.force.com/InviteManager/s/onlinescheduler?processId=a3O1Q000002IDfVUAW FREE EBOOK! Clikc the link below: https://info.paxfinancialgroup.com/ebook-how-to-retire-during-a-volatile-market Top 5 Considerations When Buying an RV in Retirement
How to Practice Mindful Spending https://hubs.li/H0ycp2J0 BLOG.PAXFINANCIALGROUP.COM How to Practice Mindful Spending
Will the Election Results Lead to a Stock Market Crash? The Presidential election is right around the corner. Will the election results affect the stock market? If you are concerned about your investments and the status of the stock market, Darryl Lyons CEO of PAX Financial Group, has a message for you.
Biden, COVID and Trump.... oh my! There's a lot of anxiety around the election, Covid, and investments. Darryl voices calm with a quick history lesson and a focus on a meaningful life. The material is provided by PAX Financial Group, LLC, the opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendations for any individual. The information herein has been derived from sources believed to be accurate. This information should not be construed as investment, tax or legal advice and may not be relied on for the purpose of avoiding any Federal tax penalty. This is neither a solicitation nor recommendation to purchase or sell any investment or insurance product or service and should not be relied upon as such. All economic and performance data is historical and not indicative of future results. Consult your advisor for more information.
A Guide to Faith-Based Investing: 3 Steps to Getting Started https://hubs.li/H0z3LYh0 BLOG.PAXFINANCIALGROUP.COM A Guide to Faith-Based Investing: 3 Steps to Getting Started
https://hubs.li/H0zYGRf0 BLOG.PAXFINANCIALGROUP.COM PAX Investments: Feeling Good About Your Portfolio
PAX is very pleased to announce the arrival of the newest member to our Financial Advisory team, Roger Stukkie. Roger grew up in Dayton, OH and then spent 10 years in Columbus where he studied Marketing and began his financial career. Ultimately, he followed the love for a woman down to San Antonio where he still calls Gina his wife. It is because of her, the opportunities to continue serving, learning, and growing in the financial industry exist. Although he has great credentials, one of the most important things we value in Roger is his strong desire to help people live their best lives. PAX is confident if you are looking for a caring and talented person to help guide you through your financial decisions, you should connect with Roger by calling the PAX front desk at (210) 881-5700
A Comprehensive Financial Planning Checklist – For Kids! https://hubs.li/H0zw6bV0 BLOG.PAXFINANCIALGROUP.COM A Comprehensive Financial Planning Checklist – For Kids!
[Free eBook] Retirement Planning: 5 Steps to Doing it Right. Are you on track for retirement? PAX Financial Group’s CEO, Darryl Lyons, has a FREE resource for you to use. Click on the link below and make sure you are doing each of the 5 easy steps. https://info.paxfinancialgroup.com/retirement-planning-5-easy-steps-to-doing-it-right The material is provided by PAX Financial Group, LLC, the opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendations for any individual. The information herein has been derived from sources believed to be accurate. This information should not be construed as investment, tax or legal advice and may not be relied on for the purpose of avoiding any Federal tax penalty. This is neither a solicitation nor recommendation to purchase or sell any investment or insurance product or service and should not be relied upon as such. All economic and performance data is historical and not indicative of future results. Consult your advisor for more information.
[Free eBook] How to Retire in a Volatile Market Don't retire until you read this FREE resource. Click the link below to make sure you are ready to retire. https://hubs.li/H0C31hX0 Want to chat with one of our Financial Advisers? Simply click the link below and Self-Schedule a 15 minute phone call. https://hubs.li/H0C36Mg0 The material is provided by PAX Financial Group, LLC, the opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendations for any individual. The information herein has been derived from sources believed to be accurate. This information should not be construed as investment, tax or legal advice and may not be relied on for the purpose of avoiding any Federal tax penalty. This is neither a solicitation nor recommendation to purchase or sell any investment or insurance product or service and should not be relied upon as such. All economic and performance data is historical and not indicative of future results. Consult your advisor for more information.
How Automation Can Make You a Better Investor BLOG.PAXFINANCIALGROUP.COM How Automation Can Make You a Better Investor
PAX Financial Group Breaks Down 2 Forms of Social Investing https://hubs.li/H0CbNcd0 BLOG.PAXFINANCIALGROUP.COM PAX Financial Group Breaks Down 2 Forms of Social Investing
What’s a Fiduciary and Why Do You Need One in 2021? https://hubs.li/H0CHSdS0 BLOG.PAXFINANCIALGROUP.COM What’s a Fiduciary and Why Do You Need One in 2021?
PAX Financial Group, LLC 1 hr · We are SO EXCITED to have teamed up with the San Antonio Police Department's Blue Santa program! PAX Financial Group's support allows SAPD officers to give Christmas presents to local families in need this Holiday Season.
We are SO EXCITED to have teamed up with the San Antonio Police Department's Blue Santa program! PAX Financial Group's support allows SAPD officers to give Christmas presents to local families in need this Holiday Season.
PAX Financial Group, LLC December 23 at 1:20 PM · We are SO EXCITED to have teamed up with the San Antonio Police Department's Blue Santa program! PAX Financial Group's support allows SAPD officers to give Christmas presents to local families in need this Holiday Season.
PAX Financial Group’s 2021 Financial Checklist: Top 10 To-Dos https://hubs.li/H0DbMYW0 BLOG.PAXFINANCIALGROUP.COM PAX Financial Group’s 2021 Financial Checklist: Top 10 To-Dos
One Party Controls the House & Congress, Now What? To schedule a 15-minute phone call with a PAX Financial Group adviser, please click the link below: https://paxfinancial.force.com/InviteManager/s/onlinescheduler?processId=a3O1Q000002IDfVUAW The material is provided by PAX Financial Group, LLC, the opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendations for any individual. The information herein has been derived from sources believed to be accurate. This information should not be construed as investment, tax or legal advice and may not be relied on for the purpose of avoiding any Federal tax penalty. This is neither a solicitation nor recommendation to purchase or sell any investment or insurance product or service and should not be relied upon as such. All economic and performance data is historical and not indicative of future results. Consult your advisor for more information.
ETFs Cater to Socially Responsible Investors; PAX Weighs in on the Trend https://hubs.li/H0DB2SP0 BLOG.PAXFINANCIALGROUP.COM ETFs Cater to Socially Responsible Investors; PAX Weighs in on the Trend
Do You Need A Financial Planner? - Pax Financial Group https://hubs.li/H0F6QLt0 #SanAntonio #Texas #FinancialPlan #Finances #Plan BLOG.PAXFINANCIALGROUP.COM Do You Need A Financial Planner?
The Grand Money Chasm: Ten Effective Strategies to Build a Money Legacy Within Your Grandchildren eBook https://hubs.li/H0F6q9R0 #FinancialPlanning #Retirement #WealthManagement #SanAntonio #Texas AMAZON.COM The Grand Money Chasm: Ten Effective Strategies to Build a Money Legacy Within Your Grandchildren
Investing Seem Easy? Exciting? Fun? 5 Challenges to Getting it Right https://hubs.li/H0DZpbz0 BLOG.PAXFINANCIALGROUP.COM Investing Seem Easy? Exciting? Fun? 5 Challenges to Getting it Right
Transitioning into retirement during one of the biggest financial crises we’ve seen in history probably wasn’t what you were hoping for. We’ve created a list of 7 steps to help you transition into retirement during a volatile market. We know this unexpected downturn has likely blindsided you – especially coming off the highs of a bull market in 2019. We'll explore : How to stay calm and focus on your long-term goals Review your plans Erase Your debts And more! Get your complimentary copy today! https://hubs.li/H0FqMpc0 #FinancialPlanning #Retirement #WealthManagement #SanAntonio #Texas INFO.PAXFINANCIALGROUP.COM Download our eBook: How To Retire During a Volatile Market
Many of us have Roth IRAs. Jim Crider, Certified Financial Planner, lays out common mistakes we make. Listen, and I'm sure you will learn something new. https://hubs.li/H0Fqr1l0 #FinancialPlanning #Retirement #RothIRA #SanAntonio #Texas YOUTUBE.COM Top 5 ROTH IRA Mistakes
18 to 80: A Simple and Practical Guide to Money and Retirement for All Ages https://hubs.li/H0F73-00 #Retirement #RetireEarly #RetirementPlanning #SanAntonio #Texas AMAZON.COM 18 to 80: A Simple and Practical Guide to Money and Retirement for All Ages
5 Habits to Increase Your Net Worth - Pax Financial Group https://hubs.li/H0F6Qy00 #Wealth #WealthManagement #Millionaire #Money #Texas BLOG.PAXFINANCIALGROUP.COM 5 Habits to Increase Your Net Worth
Three Variations of Retirement - Pax Financial Group https://hubs.li/H0F6w2-0 #Retire #SanAntonio #Retirement #RetirementPlanning #PlanForRetirement BLOG.PAXFINANCIALGROUP.COM Three Variations of Retirement
Mindful spending is different than budgeting. When budgeting, you really only think about the incoming and outgoing funds probably once a month. And more than likely, you’re considering income and expenses from a pragmatic, mathematical perspective – what income you’re bringing in, what expenses and purchases that income has to cover, and, based on what is left over, what to do with the extra money. In short, with budgeting you use your brain. With mindful spending on the other hand, you use your brain and your heart. Mindful spending is being aware of every expenditure, taking time to reflect on your feelings about a purchase or expense and identifying how it fits with your lifestyle to make more thoughtful financial decisions. Mindful spending is more of a long-term cure for not-so-great and downright-bad habits because it forces you to be aware of your spending and how that supports or discourages your goals and needs. https://hubs.li/H0FLBvW0 #Mindfulness #MindfulMoney #FinancialPlan #SanAntonio #Texas BLOG.PAXFINANCIALGROUP.COM How to Practice Mindful Spending
Financial Planning for Business Owners - PAX Financial Group https://hubs.li/H0FLd3r0 #BusinessOwner #Entrepreneur #OwnBusiness #CFP #Texas PAXFINANCIALGROUP.COM Financial Planning for Business Owners - PAX Financial Group
Retirement Planning: 5 Easy Steps to Doing it Right https://hubs.li/H0FLbRw0 #SanAntonio #Retirement #Finances #CFP #Retire INFO.PAXFINANCIALGROUP.COM Retirement Planning: 5 Easy Steps to Doing it Right
8 Dangerous Financial Planning Assumptions Business Owners Shouldn’t Be Making https://hubs.li/H0FLTxY0 BLOG.PAXFINANCIALGROUP.COM 8 Dangerous Financial Planning Assumptions Business Owners Shouldn’t Be Making
Biblically Responsible Investing - PAX Financial Group https://hubs.li/H0FJJSV0 #Wealth #WealthManagement #SanAntonio #Money #Texas PAXFINANCIALGROUP.COM Biblically Responsible Investing - PAX Financial Group
The Grand Money Chasm: Ten Effective Strategies to Build a Money Legacy Within Your Grandchildren eBook https://hubs.li/H0FDKX80 #FinanciaPlanning #SanAntonio #Texas #Wealth #KidsAndMoney AMAZON.COM The Grand Money Chasm: Ten Effective Strategies to Build a Money Legacy Within Your Grandchildren
Working in ‘Retirement’ – 4 Things to Consider https://hubs.li/H0G8XrH0 BLOG.PAXFINANCIALGROUP.COM Working in ‘Retirement’ – 4 Things to Consider
About 17 percent of retirees plan to phase into retirement and another 27 percent say they plan to work part-time. The good news is you have options. Talk with a financial advisor about your specific situation, concerns and goals for retirement to determine what option works for you. Remember, the dream retirement isn’t the same for everyone. https://hubs.li/H0FLBwZ0 #Retirement #RetirementPlan #PlanForRetirement #SanAntonio #Texas BLOG.PAXFINANCIALGROUP.COM 4 Ways to Retire: Which is Right for You?
Great Day SA Interview with PAX Financial Group https://hubs.li/H0FL9Pq0 #FinancialPlanner #CFP #SanAntonio #TX YOUTUBE.COM Great Day SA Interview with PAX Financial Group
A Guide to Faith-Based Investing: 3 Steps to Getting Started https://hubs.li/H0FLd4m0 #Faith #Invest #Investor #Guide #Texas BLOG.PAXFINANCIALGROUP.COM A Guide to Faith-Based Investing: 3 Steps to Getting Started
Is a Biblically Responsible Investing Strategy Right for You? https://hubs.li/H0G4fH00 BLOG.PAXFINANCIALGROUP.COM Is a Biblically Responsible Investing Strategy Right for You?
PAX Financial Group Accepted into Forbes Finance Council https://hubs.li/H0G3lcd0 #CFP #FinancialPlanning #WealthManagement #SanAntonio #Texas BLOG.PAXFINANCIALGROUP.COM PAX Financial Group Accepted into Forbes Finance Council
If you’re 55 years of age or older (or are caring for a parent who is), it can be smart to talk with a financial advisor first, so he or she can help you make the right financial decisions about your living needs. Because this topic can be very emotional, an advisor can help provide unbiased information to help you make the right choice based on your situation and not your feelings. Both short- and long-term planning needs should be considered. https://hubs.li/H0GbW580 #FinancialPlanning #Retirement #RetirementPlanning #SanAntonio #Texas BLOG.PAXFINANCIALGROUP.COM Is It Time for Senior Housing? How a Personal Financial Group Can Help You Decide
David Alvarez discusses the 5 top questions asked by clients: Should I wait until the economy recovers, time the market, stock pick, buy gold, or dollar cost average? https://hubs.li/H0GbQMG0 #CFP #FinancialAdvisors #Stocks #Asheville #SanAntonio YOUTUBE.COM Top 5 Questions on Investing in Today's Markets
Download our eBook: Creating a Virtual Vault and Securing Your Personal Documents https://hubs.li/H0GbPxp0 #OnlineSecurity #Book #Finance #PersonalFinance #Asheville INFO.PAXFINANCIALGROUP.COM CREATING A VIRTUAL VAULT AND SECURING YOUR PERSONAL DOCUMENTS
40 Point Pivot Retirement Planning Checklist #Retirement #RetirementReady #Plan #Texas #SanAntonio
5 Things You Can’t Predict About the Future (And What To Do About It) https://hubs.li/H0GbwsK0 #FinancialPlanning #Retirement #RetirementPlanning #SanAntonio #Texas BLOG.PAXFINANCIALGROUP.COM 5 Things You Can’t Predict About the Future (And What To Do About It)
So many assumptions can lead you down the wrong path, particularly about retirement. A crucial part of good retirement planning is making sure that your expectations are both sound and flexible. Here are 8 financial planning assumptions you shouldn’t be making. https://hubs.li/H0G3dXR0 #BusinessOwner #Entrepreneur #OwnBusiness #MakeYourOwnLane #SanAntonio BLOG.PAXFINANCIALGROUP.COM 8 Dangerous Financial Planning Assumptions Business Owners Shouldn’t Be Making
Top 5 ROTH IRA Mistakes https://hubs.li/H0GSvgG0 #FinancialPlanning #Retirement #WealthManagement #SanAntonio #Texas YOUTUBE.COM Top 5 ROTH IRA Mistakes
4 Things Pre-Retirees Worry About Most – And What To Do About It https://hubs.li/H0GN_rf0 #Retirement #RetirementReady #Plan #Texas #SanAntonio BLOG.PAXFINANCIALGROUP.COM 4 Things Pre-Retirees Worry About Most – And What To Do About It
We are pleased to announce that PAX Financial Group has been accepted into Forbes Finance Council, an invitation-only community for executives in accounting, financial planning, wealth and asset management, and investment firms. https://hubs.li/H0GKxBW0 #SanAntonio #Retirement #Finances #CFP #Retire BLOG.PAXFINANCIALGROUP.COM PAX Financial Group Accepted into Forbes Finance Council
Working in Retirement There are 4 important considerations to weigh before making the decision. https://hubs.li/H0GpsJ80 #SanAntonio #Texas #FinancialPlanning #FinancialAdvisor #FinancialPlanner PAXFG.WISTIA.COM Working in Retirement
You’ve Made it to Retirement! How a Financial Advisor Can Help with the Transition https://hubs.li/H0GBkb50 BLOG.PAXFINANCIALGROUP.COM You’ve Made it to Retirement! How a Financial Advisor Can Help with the Transition
Family Meeting Agenda - Pax Financial Group #FamilyBudget #FinancialPlanning #CFP #SanAntonio #Texas
How to Navigate Sudden Wealth … And How Not To https://hubs.li/H0Hbqdb0 #SanAntonio #Texas #FinancialPlanning #FinancialAdvisor #FinancialPlanner BLOG.PAXFINANCIALGROUP.COM How to Navigate Sudden Wealth … And How Not To
As you start the transition to this next phase in life, schedule some time to talk with your financial advisor. Yes, even when you’ve reached the end of your working life, a financial advisor can still help. Remember, retirement isn’t a finish line, but a new phase, as your Golden Years can stretch 20, 30 even 40 years in some situations. At PAX Financial Group, we work with clients at all phases of their retirement journey. With our “pivoters,” those preparing for this next phase in life, we help them dot their I’s and cross their T’s. After all, you can’t have a successful r-e-t-i-r-e-m-e-n-t without it! https://hubs.li/H0G_7YL0 #Retirement #RetirementPlan #RetirementPlanning #SanAntonio #BabyBoomer BLOG.PAXFINANCIALGROUP.COM You’ve Made it to Retirement! How a Financial Advisor Can Help with the Transition
PAX Financial Group’s 2021 Financial Checklist: Top 10 To-Dos https://hubs.li/H0G_6kz0 #Finances #FinancialPlan #MoneyGoals #SanAntonio #Texas BLOG.PAXFINANCIALGROUP.COM PAX Financial Group’s 2021 Financial Checklist: Top 10 To-Dos
David Alvarez, Certified Financial Planner, discusses top mistakes we could be making with our spouses. https://hubs.li/H0G_1lQ0 #SanAntonio #Texas #CFP #FinancialAdvisors #FamilyBudget YOUTUBE.COM Top 5 Money Mistakes Between Spouses
At PAX Financial Group, we work with many locals and out-of-towners on their retirement planning needs. Retirement planning is different in San Antonio than in other areas. There is a different cost of living, different concerns, and different estate planning and tax planning regulations. With 100 years of combined experience in retirement planning, investment management, financial advice and insurance, it’s safe to say we’ve helped hundreds of individuals and families pivot to this next phase in life. https://hubs.li/H0G-_Gv0 #Retirement #RetirementPlan #RetirementPlanning #Texas #SanAntonio PAXFINANCIALGROUP.COM Retirement Planning in San Antonio - PAX Financial Group
4 Things Pre-Retirees Worry About Most – And What To Do About It https://hubs.li/H0GN_rf0 #Retirement #RetirementReady #Plan #Texas #SanAntonio BLOG.PAXFINANCIALGROUP.COM 4 Things Pre-Retirees Worry About Most – And What To Do About It
Pop Quiz, Hotshot. Discover your EMOTIONAL relationship with money. Take the Money Mind quiz below to find out how you really think about money. https://yourmoneymind.finlife.com/?iid=ec879cbe-93a8-4f85-8f06-da61b424696e#/?_k=02499n YOURMONEYMIND.FINLIFE.COM Your MoneyMind!
5 Ways Offering a Retirement Plan to Your Employees Benefits You, Too https://hubs.li/H0HmTnY0 BLOG.PAXFINANCIALGROUP.COM 5 Ways Offering a Retirement Plan to Your Employees Benefits You, Too
How to Stay Calm During the Pandemic and Focused on Your San Antonio Retirement https://hubs.li/H0HbrYh0 #Wealth #WealthManagement #Millionaire #Money #Texas BLOG.PAXFINANCIALGROUP.COM How to Stay Calm During the Pandemic and Focused on Your San Antonio Retirement
Over the years, we’ve realized that debt problems often stem from the fact that many people simply don’t know how to use credit cards. So, we’ve compiled some simple tips. https://hubs.li/H0HbqlT0 #DebtManagement #CreditCards #CFP #Financial Plan #Texas BLOG.PAXFINANCIALGROUP.COM How to Build Your Dream Life Without Going into Massive Credit Card Debt
You’ve Made it to Retirement! How a Financial Advisor Can Help with the Transition https://hubs.li/H0HSCs40 #Retirement #RetirementPlanning #CFP #SanAntonio #Texas BLOG.PAXFINANCIALGROUP.COM You’ve Made it to Retirement! How a Financial Advisor Can Help with the Transition
Pop Quiz, Financial Hotshot. Discover your EMOTIONAL relationship with money. Take the Money Mind quiz below to find out how you really think about money. https://yourmoneymind.finlife.com/?iid=ec879cbe-93a8-4f85-8f06-da61b424696e#/?_k=02499n YOURMONEYMIND.FINLIFE.COM Your MoneyMind!
As more and more investors turn to socially responsible investing, so comes an increasing interest in Exchange Traded Funds (ETFs). https://hubs.li/H0Hr-dN0 #InvestmentManagement #ETF #Investor #SanAntonio #Texas BLOG.PAXFINANCIALGROUP.COM ETFs Cater to Socially Responsible Investors; PAX Weighs in on the Trend
Once upon a time, really not too long ago, investing was thought of as a concern for only the super-rich. But times have changed. https://hubs.li/H0HrYKg0 #Investing #Investor #Investment #SanAntonio #Texas BLOG.PAXFINANCIALGROUP.COM Investing Seem Easy? Exciting? Fun? 5 Challenges to Getting it Right
While the philosophy behind Biblically Responsible Investing (BRI) is investing in alignment with your Christian beliefs, there’s so much more that makes this a viable – and successful – strategy. https://hubs.li/H0HrVwG0 #FinancialPlanning #Christian #BRI #Invest #SanAntonio BLOG.PAXFINANCIALGROUP.COM Is a Biblically Responsible Investing Strategy Right for You?
More and more people are deciding to work in retirement – finding new full-time work, taking on a part-time job or opening their own business as opposed to dedicating their Golden Years to golf, grandchildren and travel. For many people, this can be a wise and life-affirming choice. It’s a chance to continue learning, growing and, for some, building a business. However, whether you own a business and don’t plan to retire from it at the conventional retirement age or want to start a business after retiring from a “regular” job, working later in life can affect many areas in your financial life. https://hubs.li/H0HrW8_0 #Retirement #RetirementPlanning #CFP #SanAntonio #Texas BLOG.PAXFINANCIALGROUP.COM Working in ‘Retirement’ – 4 Things to Consider
Transitioning into retirement during one of the biggest financial crises we’ve seen in history probably wasn’t what you were hoping for. We’ve created a list of 7 steps to help you transition into retirement during a volatile market. We know this unexpected downturn has likely blindsided you – especially coming off the highs of a bull market in 2019. We'll explore : How to stay calm and focus on your long-term goals Review your plans Erase Your debts And more! Get your complimentary copy today! https://hubs.li/H0J5XG40 #Retirement #RetirementPlan #PlanForRetirement #SanAntonio #Texas INFO.PAXFINANCIALGROUP.COM Download our eBook: How To Retire During a Volatile Market
What’s a Fiduciary and Why Do You Need One in 2021? https://hubs.li/H0J5PQk0 #Fiduciary #FinancialPlanning #FinancialPlanner #CFP #SanAntonio BLOG.PAXFINANCIALGROUP.COM What’s a Fiduciary and Why Do You Need One in 2021?
It’s all too easy to focus on sales and revenue and feel that your business financial planning is adequate. While sales and revenue are certainly necessary for a successful business, financial planning encompasses much more. The team at PAX Financial Group has created this guide to specifically help busy business owners create a top-notch financial plan. https://hubs.li/H0J5Lph0 #BusinessOwner #SmallBusiness #OwnBusiness #FinancialPlan #Texas PAXFINANCIALGROUP.COM Financial Planning for Business Owners - PAX Financial Group
The Grand Money Chasm: Ten Effective Strategies to Build a Money Legacy Within Your Grandchildren https://hubs.li/H0J5GlK0 #Family #Wealth #NetWealth #Millionaire #SanAntonio AMAZON.COM The Grand Money Chasm: Ten Effective Strategies to Build a Money Legacy Within Your Grandchildren
5 Key Aspects of Retirement You Should Have Dialed in By Your 40s https://hubs.li/H0J5r7N0 #Retirement #RetirementPlan #RetirementPlanning #SanAntonio #GenX BLOG.PAXFINANCIALGROUP.COM 5 Key Aspects of Retirement You Should Have Dialed in By Your 40s
When do you need a financial planner? Ask yourself these 3 questions: Will I outlive my money in retirement? Am I doing everything I can now to ensure I live comfortably when I’m no longer working? Will my assets go to my loved ones when I’m gone? https://hubs.li/H0J5r100 #Wealth #WealthManagement #Millionaire #Money #Texas BLOG.PAXFINANCIALGROUP.COM What is a Trust? And Other Common Estate Planning Questions
Technology is an amazing thing, and recent advances have simplified our lives and streamlined processes in ways we never would have thought possible, even just a few years ago. https://hubs.li/H0JCYGr0 #SanAntonio #Asheville #Investments #Investor #HelpInvesting BLOG.PAXFINANCIALGROUP.COM How Automation Can Make You a Better Investor
18 to 80: A Simple and Practical Guide to Money and Retirement for All Ages https://hubs.li/H0JCYLs0 #FinancialPlan #FinancialAdvisor #RetirementPlanning #CFP #SanAntonio AMAZON.COM 18 to 80: A Simple and Practical Guide to Money and Retirement for All Ages
As more and more investors turn to socially responsible investing, so comes an increasing interest in Exchange Traded Funds (ETFs). According to U.S. News, ETFs saw Assets Under Management (AUM) grow globally from about $200 billion in 2003 to more than $6 trillion in 2019. At PAX Financial Group, we’ve also seen a spike in popularity. https://hubs.li/H0JCRt10 #ETF #AssetManagement #CFP #SanAntonio #Texas BLOG.PAXFINANCIALGROUP.COM ETFs Cater to Socially Responsible Investors; PAX Weighs in on the Trend
Financial Advisor San Antonio - PAX Financial Group https://paxfinancialgroup.com/financial-advisor-san-antonio/?utm_content=158475162&utm_medium=social&utm_source=facebook&hss_channel=fbp-164223826924136 #FinancialPlanning #CFP #SanAntonio #Texas PAXFINANCIALGROUP.COM Financial Advisor San Antonio - PAX Financial Group
Risk management is a key part of the financial planning process. You may think you’re already doing what you can to avoid losing money. But a closer look at your investment portfolio often shows that you can (and should) be doing more. https://hubs.li/H0JwhNw0 #SanAntonio #Asheville #Investments #Investor #HelpInvesting BLOG.PAXFINANCIALGROUP.COM Are You Taking the Right Amount of Risk in Your Portfolio?
TUE, MAR 23 AT 11:00 AM CDT *LIVE* webinar with Darryl Lyons, PAX Financial Group's CEO
Is a Biblically Responsible Investing Strategy Right for You? https://hubs.li/H0JDQHc0 #Investing #FinancialPlanner #Investor #Strategy #SanAntonio BLOG.PAXFINANCIALGROUP.COM Is a Biblically Responsible Investing Strategy Right for You?
Believe it or not, investing according to your conscience is possible. https://hubs.li/H0JDR_40 #Invest #Investor #SociallyResponsibleInvesting #Advisor #Texas BLOG.PAXFINANCIALGROUP.COM PAX Investments: Feeling Good About Your Portfolio
Many people who work during retirement receive Social Security benefits at the same time. Continuing to work has many potential effects on your Social Security benefits, though, including the amount you’ll receive and your taxes. https://hubs.li/H0JDQ5Q0 #Retirement #Pivot #Career #FinancialPlan #Texas BLOG.PAXFINANCIALGROUP.COM Working in ‘Retirement’ – 4 Things to Consider
A Comprehensive Financial Planning Checklist – For Kids! https://hubs.li/H0JDR_b0 #Family #FinancialPlanner #KidsAndMoney #Advisor #SanAntonio BLOG.PAXFINANCIALGROUP.COM A Comprehensive Financial Planning Checklist – For Kids!
Transitioning into retirement during one of the biggest financial crises we’ve seen in history probably wasn’t what you were hoping for. https://hubs.li/H0JDMKS0 #Retirement #PlanForTheFuture #FinancialAdvisor #SanAntonio #Texas INFO.PAXFINANCIALGROUP.COM Download our eBook: How To Retire During a Volatile Market
One Tip That Can Help You Avoid Retirement FOMO https://hubs.li/H0JDRzt0 #Retirement #RetiredLife #Finances #Plan #Texas BLOG.PAXFINANCIALGROUP.COM One Tip That Can Help You Avoid Retirement FOMO

Information

Company name
PAX Financial Group, LLC
Category
Financial and Investment Services
Est
2008

FAQs

  • What is the phone number for PAX Financial Group, LLC in San Antonio TX?
    You can reach them at: 210-881-5700. It’s best to call PAX Financial Group, LLC during business hours.
  • What is the address for PAX Financial Group, LLC on loop in San Antonio?
    PAX Financial Group, LLC is located at this address: 270 N Loop 1604 E, San Antonio, TX 78232.
  • What are PAX Financial Group, LLC(San Antonio, TX) store hours?
    PAX Financial Group, LLC store hours are as follows: Mon-Fri: 8:30AM - 4:30PM, Sat-Sun: Closed.