Paxton Financial Services is dedicated to helping individuals and businesses safely and effectively build their financial futures one step at a time. Each of our plans is tailored to fit your unique needs. Paxton has developed a niche by offering advanced case design plans, such as 1031's through Delaware Statutory Trust.
We pride ourselves on our long-lasting relationships with our clients. We believe in being a partner with you each step of the way, helping you assess your financial goals and manage your finances efficiently and effectively to achieve those goals. Paxton Financial Services takes a proactive approach to each client's individual financial situation through a comprehensive wealth management process.
We pride ourselves on our long-lasting relationships with our clients. We believe in being a partner with you each step of the way, helping you assess your financial goals and manage your finances efficiently and effectively to achieve those goals. Paxton Financial Services takes a proactive approach to each client's individual financial situation through a comprehensive wealth management process.
Services
We are a boutique financial services firm based in Manhattan, working with individuals and businesses on smart, innovative and tailored financial plans. Each of our agents has extensive personal and professional experience. Many hold various professional designations, and qualified representatives are licensed to sell a variety of investment and insurance products.
We are committed to maintaining the highest standards of integrity and professionalism in our relationship with each client. We endeavor to understand your values, unique financial needs and dreams so we can provide you with the most effective information, services, and products. Please contact us with any questions about Paxton Financial Services or our financial products services.
Manage personal affairs while you're alive and control the distribution of wealth upon your death. A well-structured insurance strategy can help protect your loved ones from the financial consequences of unexpected events. Create an investment strategy that's designed to pursue your risk tolerance, time horizon, and goals.
Where will your retirement money come from? If you're like most people, qualified-retirement plans, Social Security, and personal savings and investments are expected to play a role. Once you have estimated the amount of money you may need for retirement, a sound approach involves taking a close look at your potential retirement-income sources.
Effective estate management enables you to manage your affairs during your lifetime and control the distribution of your wealth after death. An effective estate strategy can spell out your healthcare wishes and ensure that they're carried out - even if you are unable to communicate. It can even designate someone to manage your financial affairs should you be unable to do so.
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Roland Baer
Jul 21, 2020
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