October is National Financial Planning Month—a perfect reminder that money isn’t just about numbers, it’s about choices, priorities, and the future you want to create. Thoughtful planning can help turn uncertainty into direction, making it easier to navigate long-term goals.

Fall is a season that invites us to slow down and take in the beauty of change. Crisp mornings, golden leaves, and shorter days remind us of the natural rhythm of reflection and renewal. Welcome to Fall from all of us at PAX Financial Group! #WealthManagement #PAXFinancialGroup

Divorce is more than an emotional journey it reshapes your finances, legacy, and future. If you’re feeling overwhelmed by the “what-ifs,” our Free 30-Minute Consultation with Monica Cervantes, behavioral financial planner and CDFA®, might be what you need. https://t.co/XrfTYxuxYd

Too often, people stay with an advisor out of habit, even when their questions go unanswered or their needs evolve without response. A strong advisor should be proactive, helping you adjust as life, markets, and goals change. https://t.co/lWkoT1iNZ0 #FinancialPlanning

After a divorce, especially later in life, your financial future can feel uncertain. You may wonder if your settlement will be enough to sustain you for the years ahead. Our fiduciary approach ensures every recommendation is in your interest, so you can move forward with clarity.

Thinking of putting your home into a trust? It’s a common instinct, but it’s not always the tax-saving solution people expect. At PAX Financial Group, our San Antonio CFPs help you sift through myths, evaluate what truly works, and explore alternatives. https://t.co/yojI9CbB0v

Reaching retirement is an exciting milestone, but it also brings big financial decisions—like what to do with your 401(k). At PAX Financial Group, we help you evaluate all your options in light of your goals, risk tolerance, and income needs. #RetirementPlanning

According to recent surveys, 68% of Americans aren’t sure they’ll ever be able to retire. At PAX Financial Group, we believe retirement should feel confident—not chaotic. That’s why our San Antonio fiduciary advisors dig deeper. Read more in our blog: https://t.co/0iJXrnu7X6

Planning for the unthinkable isn’t easy, but it’s one of the most important acts of love you can give your spouse. At PAX Financial Group, we can help you create a plan that ensures your loved ones will be financially secure if something happens to you. #ComprehensivePlanning

PAX Financial Group recognizes the five biggest hurdles that often derail a comfortable retirement. Our fiduciary advisors don’t offer cookie-cutter solutions; we tailor a plan just for you, designed to grow with your needs and protect what matters most. https://t.co/jr6mBGyhzu

Rising property taxes can feel like an unavoidable part of homeownership, especially here in Texas, where rates can be among the highest in the country. At PAX Financial Group, we look at your entire financial picture, to identify ways to reduce your total tax exposure.

At PAX Financial Group, we help you go well beyond the basics by combining personalized estate planning with smart philanthropy strategies like donor-advised funds, charitable trusts, and gift planning that reduce taxes. Ready to begin? https://t.co/lWkoT1iNZ0 #TaxWisePlanning

Your financial journey is as unique as you are, which means a one-size-fits-all approach won’t work. At PAX Financial Group, we listen, learn, and understand what matters most to you. Then, we build a personalized strategy designed to grow with you and adapt to change.

Divorce later in life isn’t something most people plan for, yet it can change everything, especially when it comes to your finances. At PAX Financial Group, we walk beside you through each step, helping you understand your options and make choices that protect your future.

Your 401(k) is more than just numbers on a statement, it’s the future you’re building. On National 401(k) Day, take a moment to review your plan, check your progress, and ensure you’re on track for the retirement you envision. PAX Financial Group is here to guide you.

PAX Financial Group is offering a complimentary 30-minute consultation with Monica Cervantes, MSA, BFA™, CDFA®. This consultation is available to those with at least $500,000 in investable assets. It is designed to provide education and perspective. https://t.co/XrfTYxuxYd

Here’s to the workers, dreamers, and planners—Happy Labor Day from PAX Financial Group! Whether you're recharging or reflecting, know that our fiduciary advisors are dedicated to helping you align your finances with your faith, values, and vision for tomorrow. #LaborDay2025

At PAX Financial Group, we believe financial planning should reflect your values—not just your balance sheet. Whether you're a faith-driven family, a thriving business owner, a corporate executive, a professional, or a widow(er),we offer tailored guidance. https://t.co/XT2cakBswV

Health insurance has become one of the heaviest hits to many families’ cash flow. https://t.co/caItXMiitT #RetireInTexas #PAXFinancialGroup #HealthcareCosts #MedicalCostSharing #Medicare #EarlyRetirement #FinancialPlanning #FamilyBudget Source: https://t.co/zet3al4caQ

Roth IRA contributions and conversions are built on the idea of paying taxes today, when rates may be lower, instead of facing potentially higher rates down the road. https://t.co/PSTacT7MvR #PAXFinancialGroup #RothIRA #RetirementPlanning #TaxPlanning #FinancialEducation