--- title: PAX Financial Blog | Roger Stukkie description: Roger Stukkie, CHFC®, joined PAX Financial in 2020. His background includes working as a wholesaler for a nationally known insurance company, working as a wholesaler for a mutual fund brokerage, and providing comprehensive financial planning services. PAX afforded Roger the opportunity to pursue the utmost professionalism and achieve high-performance levels while also practicing generosity and selflessness. His hope is that working with him puts his clients’ lives on a better trajectory, whether that means amassing a multimillion-dollar retirement fund or budgeting effectively for groceries. --- - [About PAX](https://paxfinancialgroup.com/about-pax/) - [About PAX](https://paxfinancialgroup.com/about-pax/) - [Are We Right For You?](https://paxfinancialgroup.com/are-we-right-for-you-pax-financial-group/) - [Awards and Recognition](https://paxfinancialgroup.com/about-pax/awards-and-recognition/) - [Our Team](https://paxfinancialgroup.com/about-pax/our-team/) - [What We Do](https://paxfinancialgroup.com/what-we-do/) - [What We Do](https://paxfinancialgroup.com/what-we-do/) - [Financial Planning](https://paxfinancialgroup.com/financial-planning/) - [Investment Management](https://paxfinancialgroup.com/investment-management/) - [Retirement Planning](https://paxfinancialgroup.com/retirement-planning/) - [Retirement Plans for Business Owners](https://paxfinancialgroup.com/retirement-plans-for-business-owners/) - [Insurance](https://paxfinancialgroup.com/insurance/) - [Who We Serve](https://paxfinancialgroup.com/who-we-serve/) - [Resources](https://paxfinancialgroup.com/resources/) - [Resources](https://paxfinancialgroup.com/resources/) - [Blog](https://blog.paxfinancialgroup.com/) - [Podcasts](https://paxfinancialgroup.com/podcasts/) - [PAX Videos](https://paxfinancialgroup.com/resources/pax-videos/) - [eBooks](https://paxfinancialgroup.com/ebooks/) - [Books](https://paxfinancialgroup.com/resources/books/) - [Quick Guides](https://paxfinancialgroup.com/pax-quick-guides/) - [Payments](https://secure.bluepay.com/interfaces/shpf?SHPF_FORM_ID=mobileform01D&SHPF_ACCOUNT_ID=100724655456&SHPF_TPS_DEF=SHPF%5FFORM%5FID%20SHPF%5FACCOUNT%5FID%20DBA%20TAMPER%5FPROOF%5FSEAL%20AMEX%5FIMAGE%20DISCOVER%5FIMAGE%20TPS%5FDEF%20TPS%5FHASH%5FTYPE%20SHPF%5FTPS%5FDEF%20CUSTOM%5FHTML%20SHPF%5FTPS%5FHASH%5FTYPE%20REBILLING%20REB%5FCYCLES%20REB%5FAMOUNT%20REB%5FEXPR%20REB%5FFIRST%5FDATE&SHPF_TPS_HASH_TYPE=HMAC%5FSHA512&SHPF_TPS=d5080ea6f79b50c4e49eb8b732c06ed9a9ceccf482e9d2858b38e10409c48cae2113c955723aabea8ea9306624acc3ec85af973afa52af67b280c4efc6f41d93&MODE=LIVE&TRANSACTION_TYPE=SALE&DBA=PAX%20Financial%20Group&AMOUNT=&TAMPER_PROOF_SEAL=acec80a3aacdad7f9ea894fb26f1e93884dc837d9bd8259ef407546e220a9b603da4b9b9f252d12b88e0bd66f8e8be12c05eb44f843b901406e4a51e3da13026&CUSTOM_ID=&CUSTOM_ID2=&REBILLING=0&REB_CYCLES=&REB_AMOUNT=&REB_EXPR=&REB_FIRST_DATE=&AMEX_IMAGE=amex%2Egif&DISCOVER_IMAGE=discvr%2Egif&REDIRECT_URL=https%3A%2F%2Fsecure%2Ebluepay%2Ecom%2Finterfaces%2Fshpf%3FSHPF%5FFORM%5FID%3Dmobileresult01%26SHPF%5FACCOUNT%5FID%3D100724655456%26SHPF%5FTPS%5FDEF%3DSHPF%255FACCOUNT%255FID%2520SHPF%255FFORM%255FID%2520RETURN%255FURL%2520DBA%2520AMEX%255FIMAGE%2520DISCOVER%255FIMAGE%2520SHPF%255FTPS%255FDEF%2520SHPF%255FTPS%255FHASH%255FTYPE%26SHPF%5FTPS%5FHASH%5FTYPE%3DHMAC%255FSHA512%26SHPF%5FTPS%3Dd488c2e90342636299786ebcd52a22e4b8c1d94e333a03fd781cde6ce343e2005d461985931f1c208376fe866b45b6e651d1f1e747766d3ade198a4513fababb%26RETURN%5FURL%3D%26DBA%3DPAX%2520Financial%2520Group%26AMEX%5FIMAGE%3Damex%252Egif%26DISCOVER%5FIMAGE%3Ddiscvr%252Egif&TPS_DEF=MERCHANT%20APPROVED%5FURL%20DECLINED%5FURL%20MISSING%5FURL%20MODE%20TRANSACTION%5FTYPE%20TPS%5FDEF%20TPS%5FHASH%5FTYPE%20REBILLING%20REB%5FCYCLES%20REB%5FAMOUNT%20REB%5FEXPR%20REB%5FFIRST%5FDATE&TPS_HASH_TYPE=HMAC%5FSHA512&CUSTOM_HTML=&CARD_TYPES=vi%2Dmc%2Ddi%2Dam) - [Contact Us](https://info.paxfinancialgroup.com/contact-us-pax-financial-group) - [Client Relationship Summary](https://paxfinancialgroup.com/wp-content/uploads/2023/04/PAX-Form-CRS_03.30.2023.pdf) [Client Login](https://login.orionadvisor.com/login.html) [![paxfinancialgroup](https://blog.paxfinancialgroup.com/hubfs/raw_assets/public/PAX_Financial_Group_April2023/images/Logo.svg "paxfinancialgroup")](http://198.199.117.154/) - [About PAX](https://paxfinancialgroup.com/about-pax/) - [About PAX](https://paxfinancialgroup.com/about-pax/) - [Are We Right For You?](https://paxfinancialgroup.com/are-we-right-for-you-pax-financial-group/) - [Awards and Recognition](https://paxfinancialgroup.com/about-pax/awards-and-recognition/) - [Our Team](https://paxfinancialgroup.com/about-pax/our-team/) - [What We Do](https://paxfinancialgroup.com/what-we-do/) - [What We Do](https://paxfinancialgroup.com/what-we-do/) - [Financial Planning](https://paxfinancialgroup.com/financial-planning/) - [Investment Management](https://paxfinancialgroup.com/investment-management/) - [Retirement Planning](https://paxfinancialgroup.com/retirement-planning/) - [Retirement Plans for Business Owners](https://paxfinancialgroup.com/retirement-plans-for-business-owners/) - [Insurance](https://paxfinancialgroup.com/insurance/) - [Who We Serve](https://paxfinancialgroup.com/who-we-serve/) - [Resources](https://paxfinancialgroup.com/resources/) - [Resources](https://paxfinancialgroup.com/resources/) - [Blog](https://blog.paxfinancialgroup.com/) - [Podcasts](https://paxfinancialgroup.com/podcasts/) - [PAX Videos](https://paxfinancialgroup.com/resources/pax-videos/) - [eBooks](https://paxfinancialgroup.com/ebooks/) - [Books](https://paxfinancialgroup.com/resources/books/) - [Quick Guides](https://paxfinancialgroup.com/pax-quick-guides/) - [Payments](https://secure.bluepay.com/interfaces/shpf?SHPF_FORM_ID=mobileform01D&SHPF_ACCOUNT_ID=100724655456&SHPF_TPS_DEF=SHPF%5FFORM%5FID%20SHPF%5FACCOUNT%5FID%20DBA%20TAMPER%5FPROOF%5FSEAL%20AMEX%5FIMAGE%20DISCOVER%5FIMAGE%20TPS%5FDEF%20TPS%5FHASH%5FTYPE%20SHPF%5FTPS%5FDEF%20CUSTOM%5FHTML%20SHPF%5FTPS%5FHASH%5FTYPE%20REBILLING%20REB%5FCYCLES%20REB%5FAMOUNT%20REB%5FEXPR%20REB%5FFIRST%5FDATE&SHPF_TPS_HASH_TYPE=HMAC%5FSHA512&SHPF_TPS=d5080ea6f79b50c4e49eb8b732c06ed9a9ceccf482e9d2858b38e10409c48cae2113c955723aabea8ea9306624acc3ec85af973afa52af67b280c4efc6f41d93&MODE=LIVE&TRANSACTION_TYPE=SALE&DBA=PAX%20Financial%20Group&AMOUNT=&TAMPER_PROOF_SEAL=acec80a3aacdad7f9ea894fb26f1e93884dc837d9bd8259ef407546e220a9b603da4b9b9f252d12b88e0bd66f8e8be12c05eb44f843b901406e4a51e3da13026&CUSTOM_ID=&CUSTOM_ID2=&REBILLING=0&REB_CYCLES=&REB_AMOUNT=&REB_EXPR=&REB_FIRST_DATE=&AMEX_IMAGE=amex%2Egif&DISCOVER_IMAGE=discvr%2Egif&REDIRECT_URL=https%3A%2F%2Fsecure%2Ebluepay%2Ecom%2Finterfaces%2Fshpf%3FSHPF%5FFORM%5FID%3Dmobileresult01%26SHPF%5FACCOUNT%5FID%3D100724655456%26SHPF%5FTPS%5FDEF%3DSHPF%255FACCOUNT%255FID%2520SHPF%255FFORM%255FID%2520RETURN%255FURL%2520DBA%2520AMEX%255FIMAGE%2520DISCOVER%255FIMAGE%2520SHPF%255FTPS%255FDEF%2520SHPF%255FTPS%255FHASH%255FTYPE%26SHPF%5FTPS%5FHASH%5FTYPE%3DHMAC%255FSHA512%26SHPF%5FTPS%3Dd488c2e90342636299786ebcd52a22e4b8c1d94e333a03fd781cde6ce343e2005d461985931f1c208376fe866b45b6e651d1f1e747766d3ade198a4513fababb%26RETURN%5FURL%3D%26DBA%3DPAX%2520Financial%2520Group%26AMEX%5FIMAGE%3Damex%252Egif%26DISCOVER%5FIMAGE%3Ddiscvr%252Egif&TPS_DEF=MERCHANT%20APPROVED%5FURL%20DECLINED%5FURL%20MISSING%5FURL%20MODE%20TRANSACTION%5FTYPE%20TPS%5FDEF%20TPS%5FHASH%5FTYPE%20REBILLING%20REB%5FCYCLES%20REB%5FAMOUNT%20REB%5FEXPR%20REB%5FFIRST%5FDATE&TPS_HASH_TYPE=HMAC%5FSHA512&CUSTOM_HTML=&CARD_TYPES=vi%2Dmc%2Ddi%2Dam) - 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[Contact Us](https://info.paxfinancialgroup.com/contact-us-pax-financial-group) - [Client Relationship Summary](https://paxfinancialgroup.com/wp-content/uploads/2023/04/PAX-Form-CRS_03.30.2023.pdf) # Our PAX Financial Blog [Financial Planning](https://blog.paxfinancialgroup.com/tag/financial-planning), [financial advisor San Antonio](https://blog.paxfinancialgroup.com/tag/financial-advisor-san-antonio), [Biblically Responsible Investing](https://blog.paxfinancialgroup.com/tag/biblically-responsible-investing) ## [How to Align Your Financial Plan with Your Faith](https://blog.paxfinancialgroup.com/how-to-align-your-financial-plan-with-your-faith) Being religious or spiritual doesn’t mean that you also have to shun wealth and financial comfort. 4 minute read [Read More](https://blog.paxfinancialgroup.com/how-to-align-your-financial-plan-with-your-faith) [Financial Planning](https://blog.paxfinancialgroup.com/tag/financial-planning) ## [Financial Advisor in San Antonio Breaks Down 5 Types of IRAs: Which is Right for You?](https://blog.paxfinancialgroup.com/financial-advisor-in-san-antonio-breaks-down-5-types-of-iras-which-is-right-for-you) An Individual Retirement Account (IRA) can be a great way to save toward your retirement and take... 5 minute read [Read More](https://blog.paxfinancialgroup.com/financial-advisor-in-san-antonio-breaks-down-5-types-of-iras-which-is-right-for-you) [Financial Planning](https://blog.paxfinancialgroup.com/tag/financial-planning) ## [How to Plan for Long-Term Care (For You and Your Parents)](https://blog.paxfinancialgroup.com/how-to-plan-for-long-term-care-for-you-and-your-parents) For most people, planning ahead for their future long-term-care needs ranks right up there with... 4 minute read [Read More](https://blog.paxfinancialgroup.com/how-to-plan-for-long-term-care-for-you-and-your-parents) [retirement](https://blog.paxfinancialgroup.com/tag/retirement), [financial advisor San Antonio](https://blog.paxfinancialgroup.com/tag/financial-advisor-san-antonio) ## [A 401(k)-to-Roth Conversion: When it Makes Sense, and When it Doesn’t](https://blog.paxfinancialgroup.com/a-401k-to-roth-conversion-when-it-makes-sense-and-when-it-doesnt) There are a couple of scenarios in which you might consider rolling your Traditional 401(k) account... 4 minute read [Read More](https://blog.paxfinancialgroup.com/a-401k-to-roth-conversion-when-it-makes-sense-and-when-it-doesnt) [Financial Planning](https://blog.paxfinancialgroup.com/tag/financial-planning), [retirement](https://blog.paxfinancialgroup.com/tag/retirement), [financial advisor San Antonio](https://blog.paxfinancialgroup.com/tag/financial-advisor-san-antonio) ## [15 Things to Have in Place Before You Retire](https://blog.paxfinancialgroup.com/15-things-to-have-in-place-before-you-retire) Ready to retire? Happy? Now?! Let’s find out. 6 minute read [Read More](https://blog.paxfinancialgroup.com/15-things-to-have-in-place-before-you-retire) [retirement](https://blog.paxfinancialgroup.com/tag/retirement), [financial advisor San Antonio](https://blog.paxfinancialgroup.com/tag/financial-advisor-san-antonio) ## [Working in ‘Retirement’ – 4 Things to Consider](https://blog.paxfinancialgroup.com/working-in-retirement-4-things-to-consider) A San Antonio retirement doesn’t look the same to everyone. 4 minute read [Read More](https://blog.paxfinancialgroup.com/working-in-retirement-4-things-to-consider) ## Ready to have a real conversation about securing your future? ### Schedule a free no-strings-attached phone conversation. [Talk with Us Today!](https://info.paxfinancialgroup.com/contact-us-pax-financial-group) Learn More - [Blog](https://paxfinancialgroup.com/blog/?__hstc=131111376.f3632ffd7d828055a7088b1f5d95075e.1681103744882.1681103744882.1681103744882.1&__hssc=131111376.1.1681103744883&__hsfp=32358173) - [Who We Serve](https://paxfinancialgroup.com/who-we-serve/?__hstc=131111376.f3632ffd7d828055a7088b1f5d95075e.1681103744882.1681103744882.1681103744882.1&__hssc=131111376.1.1681103744883&__hsfp=32358173) - [Podcasts](https://paxfinancialgroup.com/podcasts/?__hstc=131111376.f3632ffd7d828055a7088b1f5d95075e.1681103744882.1681103744882.1681103744882.1&__hssc=131111376.1.1681103744883&__hsfp=32358173) - [Resources](https://paxfinancialgroup.com/resources/?__hstc=131111376.f3632ffd7d828055a7088b1f5d95075e.1681103744882.1681103744882.1681103744882.1&__hssc=131111376.1.1681103744883&__hsfp=32358173) - [Are We Right For You?](https://paxfinancialgroup.com/are-we-right-for-you-pax-financial-group/?__hstc=131111376.f3632ffd7d828055a7088b1f5d95075e.1681103744882.1681103744882.1681103744882.1&__hssc=131111376.1.1681103744883&__hsfp=32358173) - [Our Team](https://paxfinancialgroup.com/about-pax/our-team/?__hstc=131111376.f3632ffd7d828055a7088b1f5d95075e.1681103744882.1681103744882.1681103744882.1&__hssc=131111376.1.1681103744883&__hsfp=32358173) #### About PAX Financial Group With over 100 years of combined experience, San Antonio, Texas-based PAX Financial Group is passionate about helping you live the life of your dreams. We’re more than just financial advisors, we’re life advisors! Locally owned and independent, our advisors are deeply committed to helping you achieve your vision of financial success. We offer holistic financial assessments, investment management and insurance all in one place, with simple, all-inclusive pricing. [Talk To Us](https://info.paxfinancialgroup.com/contact-us-pax-financial-group) Contact Info ##### San Antonio Office: | Address: | 270 N Loop 1604 E, Ste. 200 San Antonio, TX 78232 | | --- | --- | | Phone: | [(210) 881-5700](tel:(210)8815700) | | Fax: | [(210) 881-5698](tel:(210)8815698) | [![pax-facebook](https://blog.paxfinancialgroup.com/hubfs/PAX_Financial_Group_April2023/image/pax-facebook.svg)](https://www.facebook.com/paxfinancialgroup) [![pax-linkedin](https://blog.paxfinancialgroup.com/hubfs/PAX_Financial_Group_April2023/image/pax-linkedin.svg)](https://www.linkedin.com/company/pax-fg-llc) Investment Advisory Services are offered through PAX Financial Group This site is published for residents of the United States only. Investment Advisor Representatives may only conduct business with residents of the states and jurisdictions in which they are properly registered or qualifies for an exemption or exclusion from registration requirements. 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