Getting Started

Your Free Consultation: The First Step To Planning A Successful Retirement Life.

Check out the background of investment professionals associated with this site on FINRA’s BrokerCheck.

Paxton will provide you with a comprehensive plan for enhancing your retirement income developed using his proprietary retirement-planning tools. Whether or not you decide to work with Paxton, you’ll walk away with a plan of action tailored to your specific situation and retirement needs.

Centralize important documents and information for your family and loved ones through his Essential Family Preparedness Workbook. This document will be a critical resource in the event of an emergency or major life event.

To ensure that our meeting is as beneficial as possible, be sure to download the monthly spending sheet and follow these simple steps:

Reflect On Your Goals
Reflect On Your Goals

How do you envision your retirement: How do you expect to spend your retirement savings? Do you have a spouse or dependents you want to provide with an inheritance? Are you prepared to retire now, or would you prefer to keep working for a few more years?

Gather Financial Statements
Gather Financial Statements

What assets, sources of income, debts and liabilities do you have? It’s helpful to bring your latest statements from your 401(k), IRA, pension or other investments and also social security projections with you to your consultation.

Figure Current Spending
Figure Current Spending

How much do you currently spend, on average. Using a monthly spending sheet is a great way to make sure you don’t forget anything important.

Talk To Your Spouse
Talk To Your Spouse

Are you married? Make your spouse part of the process, and be sure to account for your spouse’s income and retirement plan. It’s important to bring your spouse to the consultation, too.

Referrals from our clients have proven to be essential in identifying individuals who are in need of retirement planning. Please take a moment to download the client referral form.

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