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FINANCIAL PLANNING

We offer a wide range of financial planning services to help you achieve your goals.

WEALTH MANAGEMENT

We will take on the responsibility of managing your investment portfolio allowing you to focus on other aspects of your life that demand attention.

SPECIALIZED SERVICES

Paragon Financial Partners can provide you with expertise in many special situations going beyond the typical service offering of many financial planners and advisors.

The $495 Retirement Plan

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.

Bitcoin – A Simple Explanation

Sep 8, 2021Sep 8, 2021 Paragon Financial Partners

Are you still trying to figure out Bitcoin? In this episode Evan Shorten and Elean Mendoza discuss Bitcoin in simple English. You won't hear any buzz words or tech jargon in this episode.

4 Things to do in the 4 Years Before College

Aug 18, 2021Aug 19, 2021 Paragon Financial Partners

Paying for college is a big financial undertaking. Next to buying a home, paying for college will often be the next largest expense a family will usually make. In this episode of the Paragon Podcast Evan Shorten and Elean Mendoza discuss four things you should do in the four year before your child starts college.

Moving to a Different State

Aug 5, 2021Aug 5, 2021 Paragon Financial Partners

Did you know not all states tax 401k, IRAs, and other retirement accounts? Some states don't tax your income and others don't tax Social Security Benefits. In this episode of the Paragon Podcast, Evan Shorten and Elean Mendoza discuss and compare some of the advantages of moving to a lower cost state.