Paxton Financial Services

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?

Our Planning and Investment Services Include:

• DST investment strategies, including potential use in connection with §1031 exchanges
• Alternative investment strategies
• Investment management
• Retirement planning strategies
• Insurance and annuity products
• 401(k) and profit-sharing plan planning
• Coordination with your tax advisor to help integrate tax considerations into your broader financial plan

Paxton Financial Services does not provide tax or legal advice. Clients should consult their qualified tax and legal professionals regarding their individual circumstances.