The Pax Financial Blog

PAX Financial Blog

Lucas MacDonald

Lucas MacDonald
Lucas MacDonald functions in two primary capacities in his role at PAX Financial Group: He serves as the company’s life insurance specialist, helping advisors connect their clients with outstanding coverage, and he operates as PAX’s retirement plan specialist. He advises more than 20 business owners and provides education to their employees in this capacity. Lucas is respected for his ability to leverage his retirement plan expertise to produce tangible results for clients, including tax deductions and asset accumulation. He is also adept at coordinating business’ team members, like CPAs, accountants, payroll specialists, administrative staff, and more, to ensure that everyone is on the same page when setting up and maintaining these retirement plans.
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Recent Posts

Mar 1st, 2021 by: Lucas MacDonald

5 Ways Offering a Retirement Plan to Your Employees Benefits You, Too

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