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.

The $495 Retirement Plan

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.

Market Declines Make Roth Conversions More Attractive

Oct 21, 2022Oct 26, 2022 Paragon Financial Partners

It's been a rough year for investors with declining markets across the globe. However, not everything is all bad. Investors with a long-term view can now better take advantage of Roth conversions in order to increase their tax-free retirement income or try to maximize their estates.

September 2022 Market Update

Sep 23, 2022Oct 13, 2022 Paragon Financial Partners

The state of the economy is currently in a spot we have not seen in decades where the economy is slowing down, many would even say we’re in a recession, while simultaneously experiencing decade’s high levels of inflation.

Creditor Protections and Your Retirement Account

Sep 8, 2022Sep 9, 2022 Paragon Financial Partners

Is my 401k at risk if I get sued? Is my IRA at risk if I get sued? What happens to my retirement account in bankruptcy? In this episode Evan Shorten and Elean Mendoza discuss the creditor protections covering your retirement accounts.