Clarity & Empowerment Through
Your Life Transitions

PLAY VIDEO

Let’s Help Build Your Financial Future.

SIGN UP FOR OUR LATEST INSIGHTS

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.

Who Should I Designate as My IRA Beneficiary?

Jun 15, 2017Jun 21, 2017 Paragon Financial Partners

Have you ever wondered who you should list as the beneficiary to your IRA? Did you know that different beneficiaries are subject to different tax implications? Listen to Evan Shorten and Elean Mendoza as they discuss the tax implications of the four most common IRA beneficiaries.

What You Need to Know About 529 College Savings Plans

May 24, 2017May 24, 2017 Paragon Financial Partners

529 College Savings Plans are state-sponsored savings plans used to save for college or other higher education. 529 plans provide many tax benefits and distributions may be taken tax-free when used for qualified education expenses. Read on to learn more.