Have you ever thought about how the IRS views your retirement savings? Darryl Lyons breaks it down in this week’s Retire in Texas episode, where he dives into the world of Required Minimum Distributions (RMDs). From understanding how RMDs work to tips for minimizing their impact on your financial future, this episode is packed with valuable insights for retirees and anyone planning for the future. Don’t leave your hard-earned savings up for grabs—plan ahead and stay informed. https://ow.ly/1Opq50UgWuU #PAXFinancialGroup #SanAntonioTexas #SATX #DarrylLyons #RetireinTexas #Podcast #SmartInvesting #RetirementPlanning #FaithBasedInvesting #RMDs #RetirementStrategy #TaxEfficiency
关于我们
With more than 100 years of combined experience, San Antonio, Texas-based PAX Financial Group is passionate about helping others live the life of their dreams. We're more than just financial advisors; we're life advisors! Locally owned and independent, our advisors are deeply committed to helping others achieve their vision of financial success. We offer holistic financial assessments, investment management, and insurance all in one place. We have partnered with best-in-class organizations such as Goldman Sachs and Dave Ramsey to bring valuable resources to the community. We are proud to be part of the Forbes Finance Council that brings together leaders from every industry to make a greater impact on the business world. We are honored to be ranked amongst the Best Places to Work in San Antonio for many years and have made the Inc 5000 three years in a row. We are committed to being a positive workplace as we help our clients make better financial decisions to live the meaningful lives they desire.
- 网站
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https://www.paxfinancialgroup.com
PAX Financial Group, LLC的外部链接
- 所属行业
- 金融服务
- 规模
- 11-50 人
- 总部
- San Antonio,TX
- 类型
- 私人持股
- 创立
- 2007
地点
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主要
270 N Loop 1604 E
200
US,TX,San Antonio,78232
PAX Financial Group, LLC员工
动态
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Your financial journey is unique, and at PAX Financial Group in San Antonio, Texas, we cater to individuals from all walks of life. From young professionals to seasoned investors, our tailored advice is crafted to help each client thrive. Let's connect: https://lnkd.in/g9_66JMS #UniqueYou #Texas #RetireInTexas
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The other day, we gathered together to celebrate Kaylee Powell Owens, our amazing Client Relationship Manager, with a heartwarming baby shower at the office.?? Kaylee is getting ready to take on her most rewarding role yet—Mom! We can’t wait to meet her little boy and see all the joy he’ll bring. Congratulations, Kaylee! Your PAX family is cheering you on every step of the way. #PAXFinancialGroup #SanAntonioTexas #SATX #Congratulations #Celebration #WorkFamily #BabyShower
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In this week’s episode of Retire in Texas, Darryl Lyons takes a closer look at how corporations use investment dollars to influence legislation—sometimes in ways that conflict with deeply held Christian values. He explains how faith-based investing offers a way to reclaim that power, aligning your financial decisions with your convictions while still working toward your financial goals. If you’ve ever wondered whether your investments reflect your values, this episode is for you. Listen to the full episode now using the link below! https://lnkd.in/gZw5Afrk #PAXFinancialGroup #SanAntonioTexas #SATX #DarrylLyons #RetireinTexas #Podcast #RetirementPlanning #FaithBasedInvesting #ValuesDrivenFinance #ChristianWorldview #EthicalInvesting #FinancialFreedom
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At PAX Financial Group, we understand that managing your finances is about much more than just numbers—it's about managing your life. We can help you align your financial strategies with your life's goals and visions. Learn more: https://lnkd.in/gMqreFgQ #FinancialGoals #PersonalizedPlan #UniqueYou
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Have questions about financial planning, taxes, estate planning, or retirement? You're not alone. At PAX Financial Group, we're here to provide clear answers and create a plan that makes sense for you. https://lnkd.in/g9_66JMS #FinancialPlanning #FinancialClarity #WealthManagement
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In the latest episode of The Dark Side of Finance, Darryl Lyons explores the unbelievable case of David Anthony Wright—an advisor who defrauded his clients, only to fall victim to a con himself. This story of deception within the world of finance and faith is still unfolding, and the twists are shocking. Tune in to hear how a trusted "Investment Preacher" turned from fraudster to victim, and what we can all learn about trust in the financial industry. https://ow.ly/e01O50U1E76 #PAXFinancialGroup #TheDarkSideofFinance #DarrylLyons #FaithAndFinance #ConArtist #FinancialCrime #WhiteCollarCrime #CrimePodcast #Finance #Deception
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At PAX Financial Group, we appreciate every step of your financial journey—the big wins, the small victories, and everything in between. We're here to help you celebrate and plan for all of life's moments with a comprehensive financial strategy. #ComprehensivePlanning #FinancialPeace #ConfidentYou
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At PAX Financial Group, we're proud to serve a diverse range of clients in San Antonio, Texas and beyond. Whether you're a family looking to secure your financial future, a retiree planning for the next chapter, or a professional aiming for financial growth, we're here to guide you every step of the way. Learn more: https://lnkd.in/gxFAjzTe #SanAntonio #Texas #PAXFinancialGroup
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With advancements in AI and real-time data, the ability to pinpoint unethical practices in corporations is more accessible than ever. In this week’s episode of Retire in Texas, Darryl Lyons explains how these tools are revolutionizing faith-based investing, making it easier for individuals to align their portfolios with their values. Discover how you can avoid supporting companies that go against your convictions and embrace a more intentional approach to investing. https://ow.ly/TUiY50UaZ6L #PAXFinancialGroup #SanAntonioTexas #SATX #DarrylLyons #RetireinTexas #Podcast #Texas #SanAntonio #FaithBasedInvesting #BiblicalResponsibleInvesting