At Paragon Financial, our clients come to us with different needs, circumstances and levels of financial knowledge. But the one thing they all want is an advisor they can trust to offer unbiased expert advice for achieving their personal goals throughout their life journey.
Realizing this, Paragon Financial offers highly personalized, fee-only financial planning. We meet you where you are now, planning for whatever short and long-term goals you have while offering whatever education you need to make informed decisions. We look at your planning from a holistic perspective, covering everything from tax implications to mortgage solutions. We listen to your unique concerns and challenges, and factor them all into our discussions.
We're an advisor, soundboard and educator. But most of all, we're a dedicated partner who cares about your success and is always here to help you, no matter where life takes you.
With our comprehensive expertise and client experience, we can address your needs, goals and concerns through all stages of your life.
And with our holistic approach, we can incorporate any or all services into one plan. Our services include:
and Portfolio Analysis
Tax Advice and Strategies
Estate Planning and more
Paragon Financial is a licensed fiduciary planner, meaning we are legally bound to work in your best interest. Our fee-only model ensures you get unbiased advice on the full spectrum of investment options, as opposed to commission-based planners who are incentivized to recommend certain products. At Paragon, our entire approach is based on being dedicated to what's best for you and your circumstances by examining all your options. Offering unbiased advice is not only the morally right thing to do, but we believe it's the best thing to do. We can promise you that.
Our fee-only model isn't the only thing that sets us apart. Our 25+ years of experience enables us to provide clear education, valuable insights and a comprehensive approach that leaves no stone unturned. But our biggest difference according to our clients is our genuine enthusiasm for helping them succeed. Financial planning is serious stuff, but we try to keep it fun and inspiring. Our goal is to get you as excited about your financial plan as we are.
Our process is customized to your needs and incorporates education, assessment, forecasting and working together to arrive at a well-thought out strategy for achieving your goals. Once your strategy is in place, we provide you with action steps to take and remain available for questions. Additional sessions can be scheduled, or we can set up a retainer, which gives you unlimited access to our services. Throughout our partnership, we always respect your time, offering simplified, efficient guidance if you're pressed for time or longer sessions if you want a deeper dive.
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