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
Split Annuity Strategy
Here's one strategy that combines two different annuities to generate income and rebuild principal.
A Decision Not Made Is Still a Decision
Investors who put off important investment decisions may face potential consequence to their future financial security.
The Financial Literacy Crisis
Many Americans are operating their personal finances with only the barest minimum of knowledge.
Regardless of how you approach retirement, there are some things about it that might surprise you.
What did the 2017 Tax Cuts and Jobs Act change? Here's a quick snapshot.
Having your identity stolen may result in financial loss plus the cost of trying to restore your good name.
A change in your mindset during retirement may drive changes to your portfolio.
Federal estate taxes have long since been a lucrative source of funding for the federal government.
Do you have an estate strategy? You should.
This calculator can help determine whether it makes sense to refinance your mortgage.
This calculator compares the financial impact of leasing versus buying an automobile.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
Determine your potential long-term care needs and how long your current assets might last.
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
Estimate how much of your Social Security benefit may be considered taxable.
Using smart management to get more of what you want and free up assets to invest.
The importance of life insurance, how it works, and how much coverage you need.
There are a number of ways to withdraw money from a qualified retirement plan.
Learn more about taxes, tax-favored investing, and tax strategies.
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.
A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.
There are three things to consider before dipping into retirement savings to pay for college.
When should you take your Social Security benefit?
In life it often happens that the answers to our most pressing questions are right in our own backyards.
Do you know how long it may take for your investments to double in value? The Rule of 72 is a quick way to figure it out.
Agent Jane Bond is on the case, uncovering the mystery of bond laddering.