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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.

There Is Still Time to Contribute to an IRA for 2018

Feb 22, 2019Feb 22, 2019 Paragon Financial Partners

Even though tax filing season is well under way, there's still time to make a regular IRA contribution for 2018.

What You Need to Know About Retirement Planning

Feb 6, 2019Feb 22, 2019 Paragon Financial Partners

With 2019 well under way, it’s time to focus on your long-term goals. So let’s start February by thinking about retirement planning.

Estate Planning Basics – Bypassing Probate

Nov 15, 2018Nov 15, 2018 Paragon Financial Partners

The probate process can be long and costly, taking months and sometimes years to resolve. If the size and complexity of your estate warrants exploring alternatives to probate, you may want to consider one or more of the following strategies. Click the image to continue reading.