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Clarity & Empowerment Through
Your Life Transitions

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Let’s Help Build Your Financial Future.

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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.

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

NEWS & INSIGHTS

It's nice to own stocks, bonds, and other investments. Nice, that is, until it's time to fill out your federal income tax return. At that point, you may be left scratching your head. Just how do you report your investments and how are they taxed?

CHECK OUT OUR NEW BOOK

BRINGING JOY TO YOUR FINANCIAL LIFE:  78 Ways to Activate Your Financial Freedom

by Evan Shorten

Book Summary.

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