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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 Rebalance Your Portfolio

Oct 16, 2019Oct 16, 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, 2019Sep 23, 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.

Why Work With a Financial Advisor?

Aug 15, 2019Sep 23, 2019 Paragon Financial Partners

Welcome to the Paragon Podcast. One of the questions we get asked often is "Why should I work with a financial advisor?" In this episode we discuss some of the reasons why an individual or family may want to work with a financial advisor/financial planner/money manager.