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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.

SPEAKING ENGAGEMENTS

Evan Shorten is available for speaking engagements to discuss a wide range of financial topics. Please contact us for details.

Midterm Elections: What Do They Mean for Markets?

Nov 9, 2018Nov 9, 2018 Paragon Financial Partners

Should long-term investors focus on mid-term election outcomes? Keep reading to learn more.

Estate Planning Basics – Your Will

Sep 6, 2018 Paragon Financial Partners

There are many tools you can use to achieve your estate planning goals, but a will is probably the most vital. Even if you are young or your estate is modest, you should always have a legally valid and up-to-date will.

Estate Planning Basics: Understanding Probate

Aug 30, 2018Aug 30, 2018 Paragon Financial Partners

Your estate consists of your assets (money, real estate, and belongings). Your estate also includes your debts, expenses, and unpaid taxes. Once you pass away, someone must take charge of your estate and settle your affairs.