PAX Financial Blog

Brad Hallett

Brad Hallett
Brad Hallet, CHFC®, CTFA, joined PAX Financial Group in December 2019 after nearly 25 years in the financial services industry. Now, as one of PAX’s financial planners, Brad helps clients answer a simple question with a complicated resolution: Am I going to be OK?
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Recent Posts

reviewing top money questions

retirement financial advisor San Antonio

Jun 1st, 2021 by: Brad Hallett

How to Get In Sync With Your Money: Ask Yourself These 10 Questions

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living trust and estate planning

financial advisor San Antonio estate planning

Apr 5th, 2021 by: Brad Hallett

Estate Planning San Antonio: How to Help Your Family Financially Through a Trust

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business owner reflecting on financial plans

Financial Planning financial advisor San Antonio

Feb 1st, 2021 by: Brad Hallett

8 Dangerous Financial Planning Assumptions Business Owners Shouldn’t Be Making

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POPULAR POSTS

investment risk assessment PAX Financial Group

Two Things All Investors Should Do: Rethink ‘Market Crash’ and Take an Investment Risk Assessment

by Darryl Lyons August 27, 2018
reviewing top money questions

How to Get In Sync With Your Money: Ask Yourself These 10 Questions

by Brad Hallett June 1, 2021
retirement planning mistakes

5 RETIREMENT DECISIONS YOU CAN'T UNDO

by David Alvarez May 17, 2021
401K to roth ira

A 401(k)-to-Roth Conversion: When it Makes Sense, and When it Doesn’t

by Roger Stukkie May 11, 2021
review of financial plans

What is a Monte Carlo Simulation and Why Do Financial Advisors Use It?

by Bryan Wing May 4, 2021
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ABOUT PAX

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.

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CONTACT INFO

SAN ANTONIO OFFICE:
Address:

270 N Loop 1604 E, Ste. 200
San Antonio, TX 78232

Phone:

(210) 881-5700

Fax:

(210) 881-5698

ASHEVILLE NC REMOTE LOCATION

Phone:

(828) 333-5112

Fax:

(210) 881-5698
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. Therefore, a response to a request for information may be delayed until appropriate registration is obtained or exemption from registration is determined.  Not all of the services referenced on this site are available in every state and through every advisor listed.  For additional information, please contact PAX Financial Group at 210-881-5700.