We offer a full range of financial services to address everything from your current needs and circumstances through future goals and concerns. Our services include:
Financial planning and forecasting
Goal setting and prioritizing
Budgeting
Retirement planning
Portfolio and 401(k) analysis and allocation
Insurance planning
Education planning
Tax planning & projections
Estate planning
401(k)/IRA Rollovers
IRA planning, including
Roth v Traditional
Home & Real Estate planning
Charitable giving
Life transition management
Financial goals change throughout life. So do our income levels and other factors that impact our ability to save and plan for those goals. At Paragon, we meet you where you are now, and partner with you to develop the right plan with the right services for you today and tomorrow.
You're making a decent income. You've been saving and are ready to start saving more. But how do you prioritize? Where and how much should you invest? How do you balance current expenses with future dreams? We'll help you sort it all out and create a plan that works on both levels.
You've been building your nest egg. You're eyeing retirement and thinking about those dreams for yourself and your family. Is your portfolio on track? Is it time to rebalance, reallocate or reduce your exposure to risk? We'll help you weigh the pros and cons, and examine strategies for how and when to retire comfortably.
You've retired or you've scaled back on your work. You're ready to reap the rewards of your investments. But what's the best strategy for ensuring income for the rest of your life? What about taxes, social security and estate planning? We'll educate you and develop a plan so you can enjoy retirement with more peace of mind.
831 Beacon St, Suite 320
Newton, MA 02459
(617) 641-2446
Paragon Financial Advisors is a fee-only comprehensive financial planning firm for people who want objective advice about their financial health & well-being.
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