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We offer a wide range of financial planning services to help you achieve your goals.
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Paragon Financial Partners can provide you with expertise in many special situations going beyond the typical service offering of many financial planners and advisors.
Whether you have an IRA or your work provides a 401(k), 457(b), or other type of retirement plan, we can help you figure out the most appropriate investment allocation.

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With a little over three months left in 2023, it’s a good time to start thinking about charitable donations, retirement plan contributions, and the focus of this episode – tax-loss harvesting. In this episode, Evan Shorten and Elean Mendoza discuss the ins and outs of tax-loss harvesting and how you can use it to possibly lower your tax liability. Please subscribe and give the podcast a like.
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At the very end of 2022 Congress passed the SECURE Act 2.0 and with it come wide sweeping changes to almost all retirement accounts. Listen in as Evan Shorten and Elean Mendoza review some of the most important changes impacting employer sponsored retirement accounts, IRAs, Roth contribution rules, and even 529 college savings plans. Don't forget to follow and subscribe!

Expert Financial Advice that Prepares You for Life's Challenges.