Since 2002, under the leadership of Brandon Bay, Professional Advisors Group (PAG) has been hosting the Annual Advanced Planning Conference (2-day course) to provide professional financial information and advanced planning strategies to CPAs, attorneys, and other professionals. Many of these professionals recognize PAG as a top-notch financial group due to PAG's integrity, unique and abundant resources, and innovative but practical financial planning strategies. PAG's reputation for the highest level of professional ethics and reliability provides clients with a high-level of confidence in the planning strategies and products PAG recommends and implement.

 

Area of Services provided by PAG

 

  • Estate Conservation Strategies*
  • Business Planning Strategies  
    (Business Succession, Buy-Sell)
  • Deferred Compensation &
    Executive Bonus Strategies
  • Retirement Planning Strategies
  • Asset Management Accounts
  • Wealth Preservation & Accumulation Strategies
  • Life Insurance Planning for Key Person
  • 401(K) & other Company Sponsored plans

    *funded by life insurance and other financial products   
 

Securities offered through AXA Advisors, LLC (NY, NY 212-314-4600), member FINRA, SIPC. Investment advisory products and services offered through AXA Advisors, LLC, an investment advisor registered with the SEC. Annuity and insurance products offered through AXA Network, LLC. AXA Network conducts business in CA as AXA Network Insurance Agency of California, LLC, in UT as AXA Network Insurance Agency of Utah, LLC, in PR as AXA Network of Puerto Rico, Inc. Professional Advisors Group is not a registered investment advisor and is not owned or operated by AXA Advisors or AXA Network. ACS # 118869 (09/16) (exp. 09/18)