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.
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.
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.