Homev2

Clarity & Empowerment Through
Your Life Transitions

PLAY VIDEO

Let’s Help Build Your Financial Future.

SIGN UP FOR OUR LATEST INSIGHTS

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.

NEWS & INSIGHTS

paragonfinancial
Last year we discussed several of the upcoming changes to retirement accounts stemming from the SECURE Act 2.0 that was passed back in 2022. It's now 2024 and many of the changes we discussed have gone into effect while others have been delayed. In this episode of the Paragon Podcast, Evan Shorten and Elean Mendoza discuss the most important rules changes that are now in effect for 2024 along with a major rule change that has been postponed until 2026.
paragonfinancial
With a little over three months left in 2023, it’s a good time to start thinking about charitable donations, retirement plan contributions, and the focus of this episode – tax-loss harvesting. In this episode, Evan Shorten and Elean Mendoza discuss the ins and outs of tax-loss harvesting and how you can use it to possibly lower your tax liability. Please subscribe and give the podcast a like.

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