We are an independent, fee-only Wealth Management firm staffed by CERTIFIED FINANCIAL PLANNERTM professionals specializing in successful retirement strategies.
We take the time to get to know you - to understand who you are - where you are now, where you want to go - and what gaps may be holding you back from achieving your goals. As your Financial "General Contractor," we coordinate a team of highly specialized professionals such as CPA's, attorneys, and risk management specialists, to assist you in achieving a successful retirement experience.
Click HERE to see a VIDEO of our Wealth Management System!
Our services fall into 2 basic categories:
Comprehensive Wealth Management: Most of our clients desire assistance not only with growing and protecting their wealth, but also with planning and executing the myriad of decisions and adjustments that must be made throughout one's retirement. Our service relationship begins with investment management, but includes all of the Wealth Management services listed below. Our Comprehensive Wealth Management service, which includes managing investments, is available for an annual fee starting at 1.25% of the amount managed - and decreasing as your asset base increases. Our minimum investment amount for this service is $500,000 - investable now, or growing to this amount within several years as assets can be consolidated. Smaller accounts may also be combined to achieve our investment minimum. For more information on how we invest, please see "Investing with PARAGON."
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Wealth Enhancement - Strategies to grow and protect your wealth, generate income, and mitigate taxesLow-cost portfolios designed to maximize return within strict risk controls
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Thousands of investment options and clear, interactive peformance reporting
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Private Client Website which shows a live, complete picture of ALL of your assets, anywhere
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A 'Living Financial Plan" which automatically updates with the markets and as your financial picture changes
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A private, secure Digital Vault for you to upload and store sensitive documents
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Frequent communication about economic events and issues
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Collaboration with your other financial professionals (CPA, Attorney)
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Periodic Review Meetings
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Wealth Protection - Strategies to ensure your assets are not unjustly taken away - by catastrophy, litiation, identity thieves, unwise choices, or errant family members
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Wealth Transfer - Strategies to find and facilitate the transfer of your wealth to your chosen heirs, in the manner you desire
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Charitable Giving - to the degree you are charitably inclined, maximizing the impact of your giving strategies - not only to the intended recipients, but also maximizing the living benefits and tax benefits of proper giving strategies
PERSONAL CFO: For clients who invest over $1 million with us, we offer the "Personal CFO" relationship IN ADDITION to all services listed above. This comprehensive relationship includes the following services, included in PARAGON's economical asset management fee described above:
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All Asset Management Services listed above
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On-site, face-to-face coordination with your other financial professionals
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Continuous Retirement Planning and Plan Updates
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Proactive Tax Planning and Projections, including mock tax returns if needed
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Estate Planning, Asset Titling, and Postmortem planning and implementation
PARAGON: Helping successful individuals and families make work... OPTIONAL!
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNERTM and federally registered CFP (with flame logo) in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.
Investment Advisory Services Provided by PARAGON Wealth Strategies, a registered investment advisor.
