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.
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Helpful Content
Countering Counterfeit Currency
Combating counterfeiting remains core to preserving the integrity of the nation’s money.
Test Your Estate Strategy Knowledge
Estate management can help ensure that your assets are transferred according to your wishes while managing tax issues.
Tax Reform: Before and After
What did the 2017 Tax Cuts and Jobs Act change? Here's a quick snapshot.
When Does Your Personal Car Become a Commercial Vehicle?
At what point can you call a personal vehicle commercial?
Value vs. Growth Investing
Among stock-market investors there’s long been a debate between those who favor value and those who favor growth.
The ABCs of Zero Coupon Bonds
Understanding some basic concepts may help you assess whether zero-coupon bonds have a place in your portfolio.
Best Performing Asset Classes
Bonds may outperform stocks one year only to have stocks rebound the next.
Do Your Kids Know The Value of a Silver Spoon?
You taught them how to read and how to ride a bike, but have you taught your children how to manage money?
Making Sense of U.S. Household Net Worth
A look inside the U.S. government's statistics on household net worth.
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Historical Inflation
This calculator shows how inflation over the years has impacted purchasing power.
Interested in a Fuel Efficient Car?
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
What Is My Current Net Worth?
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
Comparing Investments
This calculator compares the net gain of a taxable investment versus a tax-favored one.
Comparing Mortgage Terms
Estimate the total cost in today's dollars of various mortgage alternatives.
Annuity Comparison
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
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Tax Management Strategies
Learn more about taxes, tax-favored investing, and tax strategies.
5 Smart Investing Principles
Principles that can help create a portfolio designed to pursue investment goals.
Protecting Those Who Matter Most
The importance of life insurance, how it works, and how much coverage you need.
Keys to Investing for Retirement
There are some key concepts to understand when investing for retirement
Principles of Preserving Wealth
How federal estate taxes work, plus estate management documents and tactics.
An Inside Look at Retirement Living
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
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The Business Cycle
How will you weather the ups and downs of the business cycle?
Choosing a Mortgage
Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.
The Richest Man in Babylon
In good times and bad, consistently saving a percentage of your income is a sound financial practice.
Jane Bond: Infiltrating the Market
Agent Jane Bond is on the case, cracking the code on bonds.
Investments
You’ve made investments your whole life. Work with us to help make the most of them.
Retirement Redefined
Around the country, attitudes about retirement are shifting.