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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.
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.

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Did you know not all states tax 401k, IRAs, and other retirement accounts? Some states don't tax your income and others don't tax Social Security Benefits. In this episode of the Paragon Podcast, Evan Shorten and Elean Mendoza discuss and compare some of the advantages of moving to a lower cost state.

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