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Your Life Transitions

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

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

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.

NEWS & INSIGHTS

Cash Allocation
Financial advisors often get the bad reputation of disliking cash and being “all in.” The most recent “cash is trash” quote by a prominent investment manager is not helping our image either. However, we feel that holding an appropriate amount of cash in your portfolio can be the financial equivalent of taking a deep breath to relax.

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