As you manage your finances, our consulting services will help guide you in your journey toward financial freedom. We’ll take the time to understand your needs and continuously optimize your financial wellness, more effectively achieving your goals. Our consulting services are a la carte and hours will be estimated and proposed on a project-by-project basis. With Pangea Financial Group on your side, you will benefit from a fully personalized finance management strategy.
Pursuing True Financial Wellness With Pangea
Like the supercontinent, we believe it’s imperative for all of our financial strategies to work together as one in order to achieve financial wellness and empower you to live the financially free life you’re striving for. We can address the following (and more) through our consultations:
- College planning
- Insurance reviews
- Estate planning
- Budget and cashflow management
- Executive compensation planning
- Employment benefit reviews
- Tax planning
- Buying a house
- Retirement projections
- Social security elections
Striving Maximizing Your Money
While our financial advisors can certainly help you manage your finances, we also recommend working together with your tax professional(s). This way, our multiple perspectives can aid in developing a sound strategy with a goal to minimize taxation for both corporations and individuals. We act as an extension of your professional team and/or can also provide recommendations to professionals. Remember, a financial strategy is ever-evolving based on your circumstances, so collaboration is essential if you’re to get the most out of your finances for your business, for your family, for yourself.
Strength, Weakness, Opportunity, Threat
If you’d like to refine your current financial strategy (whether you’ve been with us for a while or have worked with a different financial advisor), we’ll perform a S.W.O.T. Analysis to give us more insight into how to best serve you.
A S.W.O.T. Analysis breaks down Strengths, Weaknesses, Opportunities, and Threats to your current financial strategy. By asking the right questions, we’ll gain a true understanding of what’s working for you and what isn’t.
Pangea Financial Group is Your Financial Advisor for Life
Headquartered in Texas and Florida and serving clients nationwide, we exist to better serve you and your finances. With our financial consulting services, you can feel confident that Pangea's goal is to to help plan your finances so that, no matter what season of life you’re in, you can feel confident that you know where your money should go. If you’d like to work toward financial empowerment and freedom, please contact us. We would be more than happy to help!