About Pangea Financial Group
Pangea Financial Group is an independent firm headquartered in Texas and Florida. Pangea proudly serves clients nationwide when they need assistance with creating a proper financial plan and/or providing employee benefits.
Much like the supercontinent we’re named after, various individual components come together to contribute to your financial wellness. We take it upon ourselves to put the pieces together and empower you to live a financially sound life by performing a holistic analysis of your finances, eliminating uncertainty, and cultivating lifelong trust.
Holistic Analysis
It’s impossible to offer the best employee benefits to your team when you aren’t sure of your financial standing as a company. Likewise, you can’t have a reliable financial plan when you are in the dark about your own financial situation. As your financial advisor, our commitment to you is that we will take the time to understand your goals and investigate how your finances will affect them. Then, we’ll work together to determine how to organize your finances in order to work toward your goals.
Eliminate Uncertainty
It is extremely common to worry about your finances–even resulting in financial anxiety–all because of uncertainty. The good news is our goal is to eliminate your financial uncertainties so that you can enjoy a life with more financial freedom. Whether you’re creating an employee benefits package or trying to establish a plan to provide for yourself and your loved ones, our financial advisors will take into account the “what if’s” and identify the best way to help you work toward your goals and bring you clarity.
Cultivate Lifelong Trust
When looking into your own financial standing or that of your company’s, it’s normal to feel vulnerable and exposed to judgment. However, we aren’t here to judge. Instead, from the moment we meet you our focus is to support you in your path to a life of complete financial freedom. This is a team effort and our goal is to build a relationship on trust and comfort.
Ready to Pursue Your Financial Goals?
Here’s What You Can Expect
Step 1: Introductory Meeting
This is the first step in establishing a fruitful partnership, so be prepared. In this phase we will identify your goals, priorities, preferences, as well as potential obstacles. Additionally, we will mutually establish what your expectations are for us and whether an ongoing partnership is the right fit.
Step 2: Exploration Phase
If we mutually agree to continuing our partnership, it’s now time to take a deeper dive into your situation. During this session we can begin to sketch a preliminary plan as we engage in a more comprehensive discussion about your personal and financial goals. The more open this phase is, the more detailed our plan can be. If your current goal is to provide exceptional employee benefits, we will look at your business’s financial standing.
Step 3: Detailed Planning
Now it is time to set you up with a plan. Based on the prior discussions, we can deliver an easy-to-follow roadmap that will lead you towards your financial goals and the financial freedom you seek. We will specifically address the areas that are of greatest importance to you: retirement savings, early investment options, risk management, insurance, first time home ownership, estate planning, employee benefits, etc. Once we’ve discussed this, we will provide the detailed steps needed to conquer each obstacle.
Step 4: Ongoing Aid and Advice
Your priorities and goals will inevitably shift as time goes on and your circumstances change. We embrace change, which is why we continuously assess and rework your roadmap as needed. As your life circumstances facilitate a different approach to financial planning, wealth management, and savings options, we will be a constant presence to ensure that your plan transitions along with you.
