What We Do
HOW WE HELP
We offer a wide variety of financial services to help you reach your goals...
At Praxis Financial Group, we believe that financial planning is more than just numbers-it’s about empowering you to live the life you desire. Whether you’re just starting your financial journey, building wealth, or preparing for retirement, we’re here to guide you every step of the way.
As your life evolves, so should your financial plan. We provide ongoing support to monitor your progress and make adjustments as needed.
Individuals & Families
Comprehensive Financial Planning: Protection, Investing, Cash Flow Planning
Individuals & Families
Comprehensive Financial Planning: Protection, Investing, Cash Flow Planning
Physicians & Medical Residents
Budgeting, Student Debt Pay-Down, Wealth Accumulation, Protection Planning
Physicians & Medical Residents
Budgeting, Student Debt Pay-Down, Wealth Accumulation, Protection Planning
Cash Flow & Budgeting
Cash Flow & Budgeting
Corporations & Business Planning
Group Benefits, Succession Planning, Executive Compensation Planning, Retention Planning
Corporations & Business Planning
Group Benefits, Succession Planning, Executive Compensation Planning, Retention Planning
Corporate Wellness - Wealth Steps
Employee financial wellness workshops
Corporate Wellness - Wealth Steps
Employee financial wellness workshops
Wealth Management
Build and preserve your wealth with our comprehensive wealth management services. Our team provides personalized investment strategies and financial advice to help you achieve your goals. With a focus on long-term growth and security, we empower you to navigate complex financial landscapes confidently. +
Protection Planning
Safeguard your financial future with robust protection planning. We offer solutions to shield your assets and loved ones from unforeseen events, providing financial confidence in an uncertain world. Our experienced team crafts personalized protection plans, covering everything from insurance needs to estate planning strategies.
Exit / Succession Planning
Maximize your financial stability with comprehensive income and distribution planning. We work with you to create a personalized strategy that optimizes your income streams and helps ensure sustainable distributions during retirement. Our approach focuses on aligning your financial goals with a plan that adapts to life's changes.
Distribution Planning
Secure your business's legacy with strategic exit and succession planning. We help you transition smoothly, your business continues to thrive while meeting your financial and personal goals. Our tailored plans empower you to exit on your terms, safeguarding your future and that of your successors.