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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.

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NEWS & INSIGHTS

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Welcome to the Paragon Podcast. On January 1st of 2020 the Setting Every Community Up for Retirement Enhancement (SECURE) Act went into effect. The SECURE Act represents the most sweeping set of changes to retirement legislation in more than a decade. While many of the provisions offer enhanced opportunities for individuals and small business owners, there is one notable drawback for investors with significant assets in their IRAs.

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

by Evan Shorten

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