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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.

Estate Planning Basics – Bypassing Probate

Nov 15, 2018Nov 15, 2018 Paragon Financial Partners

The probate process can be long and costly, taking months and sometimes years to resolve. If the size and complexity of your estate warrants exploring alternatives to probate, you may want to consider one or more of the following strategies. Click the image to continue reading.

Midterm Elections: What Do They Mean for Markets?

Nov 9, 2018Nov 9, 2018 Paragon Financial Partners

Should long-term investors focus on mid-term election outcomes? Keep reading to learn more.

Estate Planning Basics – Your Will

Sep 6, 2018 Paragon Financial Partners

There are many tools you can use to achieve your estate planning goals, but a will is probably the most vital. Even if you are young or your estate is modest, you should always have a legally valid and up-to-date will.