A great retirement requires

A Road Map


Let’s talk about how

a Paragon Road Map can guide you to the summit.

At Paragon, our mission is to help you build your wealth, so you can accomplish your goals and live out your most important values surrounded by the people you love the most. We do that by creating a written financial plan that helps provide income for life and incorporates a savvy approach to risk management.

Building Relationships of Trust

Driven to Succeed, So You Can Prosper

At Paragon Retirement Planning, our team goes the extra mile to help you pursue your ideal retirement.

Led by Daniel Stavale, an Investment Adviser Representative since 2013, the Paragon team wants you to live and retire with greater peace of mind. That’s why we put your financial interests ahead of our own.

Let’s talk about how you can get the keys to a retirement you love – and a financial future you can depend on.

How We Oversee Your Retirement

We’re independent, so we can help you develop your custom financial strategy from a wide array of products, services and approaches. We can help meet your specific financial needs, no matter how close you are to retirement.

Tax-Efficient Strategies

Tax-Efficient Strategies

Retirement Income Strategies

Income Strategies



IRA Legacy Planning

IRA Legacy Planning

Asset Protection Strategies

Asset Protection Strategies

Wealth Management



Care Options

“At Paragon, we take care of the details of your financial life, so you can focus on living.”

– Daniel Stavale, Investment Adviser Representative

Get your FREE copy of our latest book!

Pandemics, Politics and Plot Twists

A robust retirement plan can help you weather the financial storms of life – if you go in with eyes wide open. Get your FREE copy of “Pandemics, Politics and Plot Twists” by Investment Adviser Representative Daniel Stavale and learn how to guard your retirement from common retirement pitfalls and unpleasant surprises.

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