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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.

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.

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.

Deferring Capital Gains Taxes with a 1031 Exchange and Delaware Statutory Trust

Aug 17, 2022Aug 18, 2022 Paragon Financial Partners

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.

How to Deal With Rising Rates and Rising Inflation

Jul 7, 2022Jul 26, 2022 Paragon Financial Partners

In this episode of the Paragon Podcast Evan Shorten and Elean Mendoza discuss a few ideas to help investors deal with both rising rates and rising inflation - a combination we have not seen since the 1970's.