Employee Benefits &
 Financial Services

It’s no secret that managing your finances is crucial if you want to live a life free of financial anxiety knowing that you have enough money to support your family and yourself. At Pangea–which assists numerous clients with managing and pursuing their financial goals in Texas, Florida, California, Georgia, Indiana, New Jersey, New York, and Ohio–we offer the following financial services to business owners, individuals who want to take control of their own finances, and families.


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 achieve financial freedom.


Employee Benefits

As an employer offering employee benefits, you are required by law to offer packages that are in the best interest of the employee–not just whatever plan you get the best deal on. Our financial experts will assist in sourcing different providers and negotiating with them to ensure that you are compliant while also attracting and retaining the talent that helps keep your company up and running.


Financial Planning

You may or may not be shocked to learn that many times, financial planners don’t plan nearly as much as they should. A true financial plan is built around your goals for retirement, investments, and planning for your estate, but also accounts for other emergency situations beyond your control and the potential consequences that emerge. Pangea Financial Group can help you create a real financial plan that we can continuously revise as your circumstances change.

Pangea Financial Group is Your Financial Advisor for Life 

Headquartered in Texas and Florida and serving clients nationwide, we exist to better serve your business. If you’d like to provide great employee benefits while also ensuring that your business continues to make money, 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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