Employee Benefits & Financial Planning
Empower Your Livelihood
Our goal at Pangea is simple: we strive to give you the financial freedom that empowers you to live your most enjoyable life. Our financial advisors will holistically examine your personal finances and your current employee benefits package, create a proactive all-encompassing plan, and ensure you can rely on us every step of the way.
Proactively Eliminate Uncertainty
To achieve true financial wellness, it’s important to take into account the “what if’s” while also identifying opportunities for improvement. You can trust that, as an individual or an employer offering employee benefits, Pangea will eliminate any financial uncertainty and provide you with peace of mind.
Financial Planning Services
• Insurance analysis
• Investment management
• Consulting strategies
• Tax planning
Cultivate Lifelong Relationships
Discussing finances and devising a plan means being vulnerable and open to other perspectives. We work hard to make certain you’re comfortable entrusting Pangea when you need us to review your finances and employee benefits package.
Employee Benefit Services
• Medical, Dental, Vision
• Life Insurance
• Employee Assistance Programs
• Disability, Medical GAP
• Business Insurance Planning
Pangea: Your Financial Planner for Life
Headquartered in Texas and Florida and serving clients nationwide, Pangea Financial Group believes that detailed planning is the key to financial security. Once we get to know your needs as an individual and/or as an employer offering employee benefits, we will develop a comprehensive plan of action that helps you work toward your goals and can be easily adapted as your finances change.
#1
Independent Broker/Dealer
In the United States*
7 Million
Client Accounts Serviced**
$1 Trillion
Brokerage & Advisory
Client Assets**
*As reported by Financial Planning Magazine, June 1996 - 2021, based on total revenue.
Our Employee Benefits & Financial Services
As you grow your money, life can become a bit more complicated, which means you have to plan for a lot more than you probably expected.
In addition to offering financial planning services, we also offer employee benefits planning.
Pangea Plans
A true financial plan is a detailed roadmap that tells individuals and business owners where they are and exactly where to go at any stage of life. However, this also means that a proper financial plan may require various components to ensure that you’re heading in the right direction. Our Pangea Plans include:
Pangea Analysis
For many, simply getting started with how to sort through your finances is the most difficult part of a sound financial plan. Pangea Analysis serves as a needs analysis–an easy entry-level tool we utilize to understand your foundational needs.
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'll help determine which tier is best for you based on how much you need to plan for.
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.
Employee Benefits
If you’re a business owner, we can help you attract and retain talent with a comprehensive group insurance benefits package that is right for you and your team.
- Disability insurance (group, individual, and overhead expense)
- Business insurance planning (Buy-Sell, Key-Person, Business Continuation)
Financial Planning
A comprehensive financial plan is more than the typical plan–it’s built around your goals for retirement, investments, and planning for your estate.
Free Preliminary Financial Analysis
If you’re ready to take control of your finances, Pangea can perform a preliminary analysis of your finances to determine how to best help you work toward your financial goals.
Free Employee Benefits Analysis
As an employer providing employee benefits, you must act in accordance with ERISA Law. We work with you to help you stay compliant and assist in drafting an employee benefits plan that is in the best interest of your employees.
Pursue Financial Freedom With Pangea
Financial freedom may seem distant, but Pangea is committed to helping you manage your finances, offer excellent employee benefits, and empower you to live the life you’ve always wanted to by building trust, being diligent, and acting with integrity at all times.
Clients’ Success Stories
Columbus-based Company Achieves $110,000+ Annual Savings
California-based Company Achieves $120,000+ Annual Savings
Florida-based Engineering Firm Achieves $23,000+ Annual Savings
Knowledge Base
As your financial advisors, we understand the importance of accessing your information at all times and understanding our recommendations. Our knowledge base is complete with valuable tips and client portal support, should you need it.
