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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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With real-estate markets having peaked many investors are now considering selling off some of their properties, but with highly appreciated real-estate prices the liability of high capital gains taxes is a real concern. In this episode, Evan Shorten and Elean Mendoza discuss the possibility of deferring capital gains taxes with the combination of a 1031 exchange and a Delaware statutory trust.

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