Our team here at Paragon Financial came together over a shared belief that financial success is about more than just money. It’s freely living your life. It’s time spent well. It’s confidence in your future.
We take a panoramic approach to our planning, combined with a lot of heart and authenticity. We don’t just look at your financial situation. We take the time to really get to know you. We listen and we understand your financial situation based on the whole of who you are.
We’ll help you to connect the dots between everything that is important to you, and show you that security and peace of mind that only a totally customized financial plan can give.
Our clients and their experience with us are front and center of the Paragon philosophy. Starting with your very first contact with us, you will feel like you’re a part of the Paragon family. We’ll get to know you, and you’ll get to know all of us.
Working with us is different
We work hard to make sure that you are empowered with the knowledge you need to understand what’s right for you. Each client’s financial planning experience is completely unique. We take the burden of the complexity of your finances from you, so you can live your life, and focus on the things that are important to you.
Your pursuit of success is based on a proven process. To us, there are three core components – Great Communication / Advanced Planning / Investment Management. No matter your definition of financial success, we will be there every step of the way.
Your financial journey with Paragon
GREAT COMMUNICATION
Great communication is the cornerstone of any strong relationship. We pride ourselves on how we communicate with our clients. Our process is designed to:
- Really get to know you from day one
- Continue to rediscover what’s most important to you throughout your journey
- Communicate with you on a regular basis
- Consistently meet with you to keep your financial plan on track
- Check in with you at least every ninety days
ADVANCED PLANNING
We start where some advisors typically stop. We leverage the effectiveness of our VantagePoint FORMula to dig deeper into your financial picture, providing a much more advanced financial plan. Throughout your journey with Paragon, as your life unfolds and needs evolve, our process continues to keep you on the right path by guiding you every step of the way.
The six components of the VantagePoint FORMula
INVESTMENT MANAGEMENT
We take a very proactive approach to investment management. We will work within your specific risk tolerance to help build an investment strategy that is unique to your financial goals. In doing so, we will help you understand where your financial plan might be affected by losses or insufficient growth. We will also provide education and recommendations on effective risk management, recognizing that there is a balance between growing and protecting your assets.