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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.

The SECURE Act and Its Impact On Large Balance IRAs

Apr 29, 2022May 9, 2022 Paragon Financial Partners

Evan Shorten and Elean Mendoza discuss the impacts of the SECURE Act and its most recent rule change on your IRA and IRA beneficiaries.

NFTs – A Simplified Explanation

Mar 23, 2022Mar 23, 2022 Paragon Financial Partners

Are you still trying to figure out NFTs (aka Non-Fungible Tokens)? In this episode Evan Shorten and Elean Mendoza discuss NFTs in simple English. You won't hear any buzz words or tech jargon in this episode. This is the third episode in our digital assets podcast series.

February 2022 – Economic and Market Update

Feb 7, 2022Mar 8, 2022 Paragon Financial Partners

The start of this year has been much different for financial markets than prior years. The events and corresponding policy response of the last two years have finally made their way through the economy and the consequences are starting to show. Have a listen as Evan Shorten and Elean Mendoza give you an update of the economy and financial markets.