Financial Planning

Investment Management

Investments have the potential to earn passive income and work to provide you with financial freedom and also support the lifestyle you want once you retire. The key to relying on investments as passive income is to have a strategic portfolio. We will help you create a personalized portfolio based on your short and long term goals. Our financial advisors will also assist in determining how to continue managing it so it best aligns with your financial plan in any phase of your life.

Understanding Your Financial Goals

When you’re considering investing as a form of passive income, the first step is to understand your financial goals. What will these investments go toward? How can we work them into your current financial standing and build upon them? When you’re ready to start investing or, if you already have some investments but wish to revise them, our financial advisors in Texas, Florida, California, Georgia, Indiana, New Jersey, New York, and Ohio will ask you the right questions and help determine the right investments for your needs and goals.

Assessing Risk

When it comes to advising you on the right investments for your goals, it’s important to discuss the levels of risk you are comfortable shouldering. Although higher risk investments are associated with higher rewards, it’s not wise for your portfolio to consist of only high risk investments. Likewise, only having low risk investments isn’t recommended.

Ideally, your portfolio should have a healthy combination of high, medium, and low risk investments for optimal balance of risk and reward. When you work with us, we’ll discuss how much of each level of risk you are willing to manage and, together, we’ll make certain that your portfolio is well diversified and empowers you to live financially free.

Selecting Your Investments

Once we have a direction in which you want to invest, we’ll help build your portfolio. If you already have one, we can go through your current investments to further refine them and adjust them in order to fit with your new Pangea investment management strategy.

There is no guarantee that a diversified portfolio will enhance overall returns or outperform a non-diversified portfolio. 
All investing involves risk including loss of principal. No strategy assures success or protects against loss.

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. Entrust Pangea to help manage your portfolio for life so that, no matter what season of life you’re in, you can rest assured that your finances are intact. If you’d like to feel more financially free, please contact us. We would be more than happy to help.

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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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