What We Do For You
Mission Statement
The PAS Group's mission is to empower our clients to achieve all of their financial and life goals. Leaning on decades of experience and a unique approach, we help our clients by getting to know them and their families and offering transparent and personalized advice resulting in a lifetime partnership. (I think this needs to be more focused on statements about client success instead of buzzwords about what we offer ie. Goals, advice, etc. and more about trust, achievement etc.
“Our mission is to provide individuals and families with high-quality financial guidance and solutions that allow them to live their fullest financial lives.”
Family Wealth Planning
- Comprehensive Estate Plan Reviews
- Outside Professional Network (CPA, Estate Attorney)
- Long Term Care Planning
- Comprehensive Investment Analysis and Advice
Retirement Planning
- MoneyGuide Pro Financial Plans
- Retirement Income Planning
- Asset Allocation Reviews
- External 401(k) and 403(b) Allocation Reviews
- Cash Flow Planning
Next Generation Planning
- Intergenerational Transition of Wealth Planning
- Various Service Models Designed for Family Members in All Stages of Life
- Education Planning
Unique Services
- Baird 360 Wealth – Total Financial Management
- Tax Return Analysis
- Social Security Benefit Analysis
- Asset-Based Lending