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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.

How to Rollover Your Retirement Accounts into Your IRA

Nov 1, 2019Nov 1, 2019 Paragon Financial Partners

https://youtu.be/5E2Nw9FelsA Welcome to the Paragon Podcast. Whether you are changing jobs or retiring, an important question you are going to have is how to rollover your retirement accounts into an IRA. Make sure to hit the play...

How to Rebalance Your Portfolio

Oct 16, 2019Nov 1, 2019 Paragon Financial Partners

Welcome to the Paragon Podcast. With increased volatility this year a lot of investors are beginning to ask about rebalancing their portfolios. Listen in as Evan Shorten and Elean Mendoza discuss two of the easiest ways to rebalance your portfolio.

How to Prepare for a Potential Recession

Sep 19, 2019Nov 1, 2019 Paragon Financial Partners

This year has brought a lot of insecurity to investors with rising fears of an economic slowdown and the possibility of a potential recession. Listen to this episode of the Paragon Podcast as Evan Shorten and Elean Mendoza discuss some potential strategies on how to navigating through a potential recession.