Pangea Plans

At Pangea Financial Group, we believe in true, holistic financial wellness and empowerment that has all your bases covered. However, whether you’re a business owner or not, getting your finances in order can be tough to navigate by yourself. This is why our financial advisors which are headquartered in Texas and Florida and also serve clients in California, Georgia, Indiana, New Jersey, New York, Ohio, and other states, are proud to offer various tools to help you work toward financial freedom.


Pangea Analysis

For many, simply getting started with how to sort through your finances is the most difficult part of a sound financial plan. Our Pangea Analysis serves as a needs analysis–an easy entry-level tool we utilize to understand your foundational needs. This way, when the time comes to create your financial plan, we know exactly what we should account for.


Pangea Financial Plan

Our financial advisors can create different financial plans for different needs. Following the completion of your Pangea Analysis, we can help determine which tier is best for you based on how much you need to plan for, given the current state of your life and the financial situation you are in.


Consulting Strategies

No one financial plan is the same as the next. Because of this, we are proud to offer a la carte planning and consulting services. Hours will be estimated and proposed on a project-by-project basis, and you will benefit from a fully customized strategy.

Pangea Financial Group is Your Financial Advisor for Life 

Headquartered in Texas and Florida and serving clients nationwide, we exist to better serve you by way of helping you strategically manage your finances. If you’d like to feel more financially free, please contact us. We would be more than happy to help.

Securities and advisory services offered through LPL Financial, a Registered Investment Advisor, Member FINRA/SIPC. The LPL Financial registered representative(s) associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.

This website may contain concepts that have legal, accounting and tax implications. It is not intended to provide legal, accounting, or tax advice. You may wish to consult an attorney, tax advisor, or accountant regarding your specific situation. No representations are made as to the accuracy of the information contained herin or any information contained in any link provided herin. Important Consumer Information: This site is for informational purposes only and is not intended to be a solicitation or offering of any security and;

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Pangea Financial Group

Our financial advisors provide employee benefits plans, insurance analysis, financial planning, investment management, and financial consulting.


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