Management Succession Planning for Family Businesses

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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Recommended Reading

• Management Succession Planning for Family Businesses
• ReGENERATION Partners
• Len Green Innovation Discussion – Part 2 of 3
• Grieving widow angry that husband worked to death
• Management Succession Planning Blueprint (ebook)

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