Understanding Today’s Financial Environment
Welcome, we’re Paragon Financial Services, a financial organization in Richmond, VA. We understand that individuals face unique challenges as they prepare for retirement. We can help take the mystery out of preparing for today and tomorrow. Whether your goal is preparing for retirement, college savings, or estate strategy, our personalized service focuses on your needs, wants, and financial goals and objectives.
Our professionals have years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you through all stages of your life.Contact Us
Extended Care: A Patchwork of Possibilities
What is your plan for health care during retirement?
Don’t Be Your Own Worst Enemy
Emotional biases can adversely impact financial decision making. Here’s a few to be mindful of.
How to Make the Tax Code Work for You
When you take the time to learn more about how it works, you may be able to put the tax code to work for you.
Pundits go on and on about how “terrible” or “wonderful” annuities are, but they never talk about whether annuities are right
Lifestyle considerations in creating your retirement portfolio.
Whole life insurance remains in force as long as you remain current with premiums. Here's how it works.
Beware of these traps that could upend your retirement.
A four-step framework for building a personal legacy.
For some, the social impact of investing is just as important as the return, perhaps more important.
This calculator will help determine whether you should invest funds or pay down debt.
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
This calculator compares the financial impact of leasing versus buying an automobile.
This questionnaire will help determine your tolerance for investment risk.
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
There are some smart strategies that may help you pursue your investment objectives
There are a number of ways to withdraw money from a qualified retirement plan.
Investment tools and strategies that can enable you to pursue your retirement goals.
Principles that can help create a portfolio designed to pursue investment goals.
Using smart management to get more of what you want and free up assets to invest.
There are some key concepts to understand when investing for retirement
It's easy to let investments accumulate like old receipts in a junk drawer.
Here are five facts about Social Security that might surprise you.
Agent Jane Bond is on the case, discovering how bonds diversify a portfolio.
If your family relies on your income, it’s critical to know what their needs would be in the event of your death.
The seas of the market are constantly shifting. Whether the good ship IPO can set sail may depend heavily on the tides.
Making the most of surprises is a great reason to work with us.