Home-3

SIGN UP FOR COMPLEMENTARY FINANCIAL STRATEGIES

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.
Evan Shorten is available for speaking engagements to discuss a wide range of financial topics.  Please contact us for details.

NEWS & INSIGHTS

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.
paragonfinancial
At the very end of 2022 Congress passed the SECURE Act 2.0 and with it come wide sweeping changes to almost all retirement accounts. Listen in as Evan Shorten and Elean Mendoza review some of the most important changes impacting employer sponsored retirement accounts, IRAs, Roth contribution rules, and even 529 college savings plans. Don't forget to follow and subscribe!

CHECK OUT OUR NEW BOOK

BRINGING JOY TO YOUR FINANCIAL LIFE:  78 Ways to Activate Your Financial Freedom

by Evan Shorten

Book Summary.

Enter your name and email if you would like to be notified when the book is available.

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