PAX Financial Group LLC
PAX Financial Group, LLC was founded with the goal of assisting our clients in every aspect of their financial lives. We’ve provided the most personal service available, thus earning a reputation for excellence in our industry. For each of our clients we strive to help create financial stability to provide financial independence.
Our Mission - We exist to bring generational change to Middle America through a process of independent financial advice and principled leadership.
Our Value Proposition
1. Philosophy – We embrace the Dave Ramsey philosophy of financial planning.
2. Independent – We do not offer proprietary products, only independent advice.
3. Support – We have multiple advisors and staff to service the client’s needs.
4. Internal Process – We have developed systems that are tested by top advisors around the country.
5. Research – We utilize award winning research through LPL Financial.
1. Educate Simplify complex financial concepts
2. Gather Understand where you are and where you want to be
3. Evaluate Organize information using multiple resources to understand your situation
4. Recommend Offer strategies based on your needs and goals that are not product driven.
5. Implement Execute the investment, insurance, and cash flow strategy
6. Monitor Review periodically and make necessary changes
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