Financial Planning
Consulting Strategies
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 working toward your goals.
Working Toward 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 will 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 to Maximize Managing 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 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 inside our network. 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.
SWOT Analysis
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 SWOT Analysis to give us more insight into how to best serve you.
A SWOT 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 your business. Entrust Pangea to help manage your finances 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.
