Paragon Financial Advisors
Our goals are to get you excited about your financial independence and to help you better understand your finances so you can make educated decisions. Most people are not financial experts yet increasingly individuals are in charge of their own financial futures. We work with you to identify your personal financial goals and then together create a financial plan for acheiving them.
Some core tenets of our practice are:
- Financial planning should be holistic: all the financial areas of your life are integrated in one overall, comprehensive plan.
- Focus on client education. Financial planning advice should be accessible and understandable.
Our Services: Paragon Financial Advisors offers comprehensive financial planning and ongoing financial management services.
Some topics that are addressed as part of the comprehensive planning process are:
- Retirement Planning
- Investment Review and Implementation
- Budgeting
- Goal Setting
- Tax Planning
- Individual Tax Preparation
- Insurance Review
- Estate Planning
For less extensive planning needs, we offer financial check ups on an hourly basis.
Disclaimer: Limitations. This list only serves as a resource to assist an individual in
identifying a potential advisor for their review and consideration. The appearance of an
adviser on the list is not endorsement by NAPFA of that advisor's services. There can be
no assurance that you will experience a certain level of results or satisfaction if you
engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not
pay NAPFA a separate fee to appear on the list.