PAX Financial Group is opening another office!
I am pleased to announce the opening of our newest office located in New Braunfels, Texas, which will be run by Investment Planner Kevin Force, AIF. We hope this will make it easier for our clients living near New Braunfels, Cibolo and Schertz to meet with their advisor face-to-face.
Kevin is a longtime PAX financial advisor, joining our team in May 2008. An Accredited Investment Fiduciary (AIF), Kevin earned this designation from the Center for Fiduciary Studies, which requires him to take continued education classes in the industry.
Fiduciary-minded advisors like Kevin are obligated to put their clients’ best interests first – always. I know personally that Kevin is dedicated to helping investors achieve their financial goals while providing the peace of mind that comes from a fiduciary standard of loyalty and care. In fact, his special talent has become translating financial jargon into English. He is motivated by genuinely helping people with money and wants to make sure his clients understand their financial plans.
Kevin is also a Certified Financial Planner (CFP), the most highly regarded financial planner designation an advisor can receive. This designation also requires continued education as well as an undergraduate degree and three years of planning experience.
Kevin was the first in his family to graduate from college when he earned his bachelor’s degree in communication from New Mexico State University. After a number of years in the sports marketing arena, he shifted his focus to the finance industry in 2008.
If you’re already working with a PAX financial advisor but find it more convenient to work with Kevin at our new New Braunfels office, we understand – there are no hard feelings. If it’s easier to connect in New Braunfels, it makes sense! We know that there are a lot of people who are allergic to the 1604/35 interchange!
This new office will be opening this month, and I am proud to have Kevin represent PAX Financial Group at this new location.
Other Ways We Can Help
It is a constant priority for us at PAX Financial Group to make financial planning as convenient as possible.
We opened another office in North Carolina last year and continue to offer services to investors across the globe through our virtual presence. We recently began offering video conferencing services, e-statements and online resources to make it easier for busy investors to connect with us without having to come into the office at all. Video conferencing allows us to meet with investors (even if husband and wife are in different places) with just the click of a button.
We can also connect with you through social media. This allows us to stay in touch without overwhelming your email inbox.
PAX Financial Group is on Facebook. We post pictures, articles, events and other topical information on Facebook regularly. We’re also on YouTube. This is where our chief investment officers post quarterly videos, helpful information, interviews and more. If you subscribe to our YouTube channel, you will be alerted anytime we upload a new video. If you’re a Twitter fan, I also regularly post articles, infographics and other helpful links here. My Twitter handle is @paxfinancialgrp.
Our website is another tremendous resource. We try to publish a new, relevant blog post every week with information on upcoming events, trends in the financial services industry and tips for ways you can better prepare for the future you want. You can also subscribe to our monthly newsletter, which will send the most recent blog posts directly to your inbox once a month. Many clients also like visiting our Team page so they can put a face to the names of people they talk to at our office.
One of the reasons I started PAX Financial Group was to help alleviate the stress investors have when they try to take on their investments themselves. There are many people who want to make good investment decisions and set themselves up for an easy, comfortable and enjoyable future but they don’t have the time, access to information or emotional fortitude to make the decisions on their own. We want to help them.
PAX Financial Group offers help with retirement (or what I like to call PIVOTing), paying off debt and creating a plan of attack for individuals to follow so they can reach their own personal goals. We understand that retirement means different things to different people, so we enjoy working one-on-one with each client.
I invite experienced, new and potential investors to make an appointment at our new office and see what they think. The office is located at 290 South Castell Ave, Suite 300, New Braunfels, TX, 78130.
This material is provided by PAX Financial Group, LLC. The opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendations for any individual. The information herein has been derived from sources believed to be accurate. Please note: Investing involves risk, and past performance is no guarantee of future results. Investments will fluctuate and when redeemed may be worth more or less than when originally invested. This information should not be construed as investment, tax or legal advice and may not be relied on for the purpose of avoiding any Federal tax penalty. This is neither a solicitation nor recommendation to purchase or sell any investment or insurance product or service, and should not be relied upon as such. All market indices discussed are unmanaged and are not illustrative of any particular investment. Indices do not incur management fees, costs and expenses, and cannot be invested into directly. All economic and performance data is historical and not indicative of future results.