Paxton Financial Services Revenue

About Paxton Financial Services

Paxton Financial Services is an independent financial planning firm that delivers access to institutional-level investments for high-net-worth clients Our financial planning approach requires a custom tailored strategy to best manage retirement goals, as well as estate and succession planning. Being independent today is extremely important as we can truly tailor our portfolios to achieve our client’s goals versus putting the square peg in a round hole or one size fits all mantra. Our holistic approach is designed to preserve wealth with flexibility, accessibility, by getting access to institutional investments which are correlated and non-correlated. Our team, headed by William LaPiana, develops customized, diversified portfolios with a specialty in institutional alternative investments that are accessible to the accredited retail client with a boutique level of customized service We also offer: 401(k) Pension/Profit Sharing Plans -Opportunity Zone investments -1031 property exchanges -Insurance & annuity products -Private Placements Traditional investments In the United States, for an individual to be considered an accredited investor, they must have a net worth of at least one million US dollars, not including the value of their primary residence or have income at least $200,000 each year for the last two years (or $300,000 together with their spouse if married) and have the expectation to make the same amount this year. Securities and advisory services offered through Ausdal Financial Partners, Inc. Member FINRA/SIPC. 5187 Utica Ridge Road, Davenport, IA 52807. (563) 326-2064. Paxton Financial Services and Ausdal Financial Partners, Inc. are independently owned and operated.

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