Joined September 2011
- Tweets 849
- Following 200
- Followers 138
- Likes 0
585 Photos and videos
Jun 14
At PAX Financial Group, we help individuals, families, and business owners evaluate how taxes, investments, cash flow, and long-term goals work together during periods of inflation and volatility. Read our latest article: paxfinancialgroup.com/financ…
#FinancialTips #PAXFinancialGroup
9
Jun 13
You don't have to become a market expert to be a successful investor.
Listen here: ow.ly/TGci50ZaeZ9
#RetireInTexas #DarrylLyons #TexasGrowth #TexasEconomy #EconomicDevelopment
2
Jun 13
18 To 80: A Simple And Practical Guide To Money And Retirement For All Ages
Age 36: Families spend $500/month eating out—money that could be used to pay down debt. The thief of wealth is sitting on your plate.
Order your copy today! a.co/d/1NxH9eu
#18to80 #PAXFinancial
2
Jun 12
PAX Financial Group created this free guide to help individuals and families think more intentionally about retirement income, long-term planning, and the financial risks that can quietly impact the years ahead. Download the free ebook today: go.paxfinancialgroup.com/Dow…
1
7
Jun 11
A great company doesn't always mean a great stock.
Listen to the full episode of Retire in Texas here ow.ly/7CZ550ZaeF5
#StockMarket #FinancialPlanning #WealthManagement #RetireInTexas #PersonalFinance
1
Jun 11
At PAX, we believe growth starts with intentional reflection.
During our team retreat 2026, our team came together to strengthen relationships, align on priorities, and discuss how we can continue improving as individuals and as an organization.
1
Jun 10
Should you make major financial changes when markets become unstable?
Selling investments during downturns, dramatically shifting allocations, or abandoning long-term strategies can lock in losses and disrupt future recovery potential.
#FinancialFuture #WealthManagement
1
Let this be your reminder: innovation does not wait for permission.
Listen to the full episode here: ow.ly/rEwo50Z7jNb
#RetireInTexas #PAXFinancialGroup #FinancialPlanning #LongTermThinking #Innovation #AI #ArtificialIntelligence
2
Kevin values David’s strategic insight and focus on helping clients stay steady through changing markets.
#PAXFinancialGroup #ClientSpotlight #FinancialAdvisor #FaithBasedInvesting #FinancialPlanning #SanAntonio
18
At PAX Financial Group, we help individuals, families, and business owners in San Antonio take a more intentional approach to planning so their income, investments, taxes, and future objectives work together instead of independently. Read more: paxfinancialgroup.com/financ…
8
How do you know if your portfolio is too exposed to market volatility?
Reviewing concentration risk, diversification, withdrawal timing, and overall allocation can help identify whether your portfolio is positioned appropriately for changing economic conditions.
#Investing
6
Economic forecasts can analyze what already exists, but they often miss what is being created
Listen here: ow.ly/QS5r50Z7jJk
#RetireInTexas #PAXFinancialGroup #FinancialPlanning #LongTermThinking #Innovation #ArtificialIntelligence #AI
3
Does holding more cash protect you during inflation? The key is often balancing liquidity needs with long-term growth potential rather than reacting emotionally to headlines or market swings. A coordinated financial plan can help determine how much cash reserve is appropriate.
1
Innovation almost always comes with tension.
Listen to the full episode. ow.ly/4mkR50Z7jEo
#RetireInTexas #PAXFinancialGroup #FinancialPlanning #LongTermThinking #Innovation #ArtificialIntelligence #AI
How should your investment strategy change as you get closer to retirement during periods of inflation and volatility? At PAX Financial Group, we help clients evaluate whether their current investment strategy still aligns with the stage of life they are entering.
#Investing
4
Life insurance isn’t wealth, it’s responsibility.
Listen to the full episode here: ow.ly/aQjq50Z4NRW
#RetireInTexas #PAXFinancialGroup #LifeInsurance #InsurancePlanning #FinancialPlanning #FamilyPlanning
2
Today we celebrate 4 years with Cassidy Kusenberger.
Cassidy’s thoughtfulness, attention to detail, and care for clients and teammates reflect the heart of our service culture. We’re grateful for the energy and commitment she brings to PAX.
Happy anniversary, Cassidy.
59
Volatility often creates pressure to act, sometimes quickly, sometimes emotionally. But many long-term outcomes are shaped more by decisions during uncertainty than by the uncertainty itself. A well-structured plan is designed to absorb volatility, not react to it.
#Investing
4
Celebrating 4 years with Ron Zunker!
Ron’s focus, professionalism, and commitment to serving clients with integrity continue to strengthen our firm. We’re thankful for his contributions and dedication to PAX.
Happy anniversary, Ron.
18
May 31
Divorce is often framed as a financial split, but in reality, it’s a financial reset. Decisions made during this time can carry long-term implications. It’s easy to focus on dividing assets, but harder to evaluate how those assets will function moving forward.
#WealthManagement
15