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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

Too often, we focus on day-to-day decisions and miss the bigger picture—how all the pieces of your financial life fit together. They all matter. And they all deserve more than a surface-level conversation. #RealPlanning #ComprehensivePlanning #WealthManagement

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Our Planning Feature now empowers advisors to support clients in every aspect of their financial lives. From investments and insurance to retirement and beyond, you can deliver a truly comprehensive plan—all in one place. #ComprehensivePlanning #AdvisorTools #ClientSuccess