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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.

Inflation and Investing

Mar 8, 2021Mar 18, 2021 Paragon Financial Partners

Everyone likes to make investment gains but in reality investing should focus on keeping pace, or even outpacing, the inflation rate.

Preparing for Taxes

Feb 18, 2021Mar 18, 2021 Paragon Financial Partners

In this episode Evan Shorten and Elean Mendoza discuss a few important considerations to keep mind as you prepare to file your 2020 taxes.

CHECK OUT OUR NEW BOOK

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

by Evan Shorten

Book Summary.

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We’ve been featured in various international publications and finance journals.

Expert financial advice that prepares you for life's challenges.

SIGN UP FOR COMPLEMENTARY FINANCIAL STRATEGIES

FINANCIAL PLANNING

WEALTH MANAGEMENT

SPECIALIZED SERVICES

SPEAKING ENGAGEMENTS

NEWS & INSIGHTS

Inflation and Investing

Preparing for Taxes

CHECK OUT OUR NEW BOOK

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

Enter your name and email if you would like to be notified when the book is available.

FEATURED ON

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

SIGN UP FOR COMPLEMENTARY FINANCIAL STRATEGIES

6 Myths About Social Security

Inflation and Investing

Preparing for Taxes

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

Enter your name and email if you would like to be notified when the book is available.

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