Fernandina Beach certified financial planner™ (CFP®) Professionals
If you’re a retiree in Fernandina Beach and seeking a proven strategy to maximize your well-earned nest egg and help it continue to grow into your golden years, we have the team for you. Based and rooted in Fernandina Beach, Paragon Wealth Strategies operates with a simple goal: helping our clients to retire and stay retired. Our team of certified financial planners bring extensive experience servicing a wide variety of clients throughout Fernandina Beach and the surrounding area. We know the area, we know finances – and we know how to help you build, sustain, and maximize a nest egg to create the life you want for you and your family.
Whether you are planning a multi-year strategy to reach retirement or seek the confidence to maximize your savings now that you have left the world of active employment, we can help you to reach your goals. Let’s discuss how we can work together to build a life of freedom in Fernandina Beach on your terms. Give our team a call today and let’s set you on the right path to lasting financial independence.
Note: Our office is located at 10245 Centurion Pkwy N Ste 106, Jacksonville, FL 32256, though we proudly service clients from all over.
fernandina beach financial Planning, investment management & more
We offer a full suite of comprehensive services for customers throughout all of Fernandina Beach. Whether you need help in ensuring that your nest egg lasts or whether you are thinking about how to pay for college tuition for the kids in a few decades, we can help. Our range of services extends from wealth management advising to devising the right investment management strategy to help you enjoy the nest egg you have saved up.
We work hard to understand you as a person and device the unique strategy you need to meet your long-term financial goals in Fernandina Beach and surrounding communities. We know that you have come or chosen to stay in Fernandina Beach, Florida to live the life you want for you and your family. And we know that your financial planning will evolve over time based on your needs and unexpected challenges that life can throw your way. Let’s chat today about how we can work together.
more about Our fernandina beach area team:
Our Fernandina Beach-based team of dedicated financial advisors are committed to working in the very best interests of our clients, operating as a fiduciary, fee-only Registered Investment Advisor (RIA) firm. Since 2004, we have set out to build a cost-effective alternative to the abuses and conflicts of interest that we have seen too other reflected in our industry. We know that you need a trusted advisor to help navigate the sometimes confusing world of personal finance and retirement planning. We can help to connect the dots and create the right strategy that you need to meet your goals.
We pride ourselves on not following the same old playbook. Our idea is to be a different kind of firm for Fernandina Beach – one focused on servicing individual clients as human beings, offering them a holistic wealth management approach uniquely tailored to their specific needs. We believe that we win if you win and dedicate ourselves to serving you based on your best interests. We pride ourselves on continually striving to be the best financial advisors you will find anywhere in or near the Fernandina Beach area. Give us a call today – we’re confident that you will agree.