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1150 Walnut Street
Newton, MA  02461
tel:  617-641-2446
fax:  617-641-2044

info@paragonfeeonly.com

Paragon      

Financial Advisors
Dana J. Levit, CFP®

Fee-Only

Objective Advice

No Commissions

No Sales

 

 

1150 Walnut Street
Newton, MA  02461
tel:  617-641-2446
fax:  617-641-2044

info@paragonfeeonly.com

Answers

About Financial Planning

What is Fee-Only Financial Planning?

  • The success of a financial planner should not be based on the number of products a client purchases, but on the success of his or her clients. This is why no referral fees, commissions, or other reimbursements from the implementation of recommendations are accepted.
  • Being compensated by a predetermined client fee rather than commissions assures that the financial advice clients receive is unbiased and always in their best interest.
  • The fee for objective financial advice is often less than the sales load you would pay on just one mutual fund purchased through a commissioned broker.

 

Why hire a financial advisor?

  • Most people are not financial experts. Yet increasingly, individuals are in charge of their own financial futures. Most are aware that planning is critical, yet don`t have the time or the expertise to develop a plan and make the needed financial decisions.
  • Maybe you consulted with a financial advisor in the past... perhaps you felt you were being asked to buy something you didn't fully understand. Maybe you felt that products were recommended without consideration for your overall financial situation. Comprehensive, holistic, fee-only financial planning eliminates these concerns. You receive objective financial advice targeted to your needs and goals.

 

What makes Paragon Financial Advisors different?

  • Fee-Only commitment.
  • Holistic approach to planning: all the financial areas of your life are integrated in one overall, comprehensive plan.
  • Focus on client education.
  • Full Service Retainer: with this open-end retainer, you may visit or call anytime in addition to your regularly scheduled appointments, at no extra cost.
  • For less extensive planning needs, other options are available.

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