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.
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.
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.