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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.

Our Thoughts on Holding Cash

May 13, 2020May 14, 2020 Paragon Financial Partners

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.

CARES Act: Retirement Plan Relief Provisions

Apr 28, 2020Apr 28, 2020 Paragon Financial Partners

For those seeking access to their retirement funds, the CARES Act includes provisions for coronavirus-related distributions and loans. For those seeking to preserve their retirement funds, certain RMDs have been suspended.

Coronavirus Aid, Relief, and Economic Security Act (CARES Act)

Mar 30, 2020Mar 31, 2020 Paragon Financial Partners

On March 27, 2020 President Trump signed the Coronavirus Aide, Relief, and Economic Security Act (CARES Act) into law. The CARES Act has numerous provisions, including some that may directly impact you.