Our Services

College planning and alternative investments

How can we help you?

Each person's and company's situation and financial goal is different. So each financial plan we build is from the ground up, based on your unique needs. We start by listening carefully to you, so we can understand your dreams and objectives. We'll use this information to customize the most effective financial strategy.

Some of the questions we might ask you include:

  • Have you figured out when and how you can afford to comfortably retire? 
  • Will you have enough so you don't run out of money?
  • Do you plan on funding private school and/or college expenses for a child or grandchild?
  • Do you have aging parents or others you care about with health issues that may require your help?
  • Do you have a plan and strategy in place to reach your most important financial goals?

Paxton Financial Services offers the following services:

  • 1031 exchanges and DST's
  • Access to institutional alternative investments
  • Retirement strategies and estate conservationInvestment management
  • Retirement strategies 
  • Insurance and annuity products
  • 401K profit sharing plans
  • Assist your tax advisor in formulating a tax strategy for you
    • (Disclaimer: Paxton Financial Services does not provide tax advice. Please consult a professional tax advisor for your tax advice needs).