As Independent Fiduciaries,
We Put Your Financial Interests First
Every day, we help people just like you figure out how to pursue their financial goals and retire when they want. Our Paragon Road Map can serve as your written guide to a future of confidence and comfort:
Paragon Road Map
1. Dream
Let’s sit down and talk about your goals and dreams in retirement, so we understand where you want to go.
2. Map
Next, we’ll build your very own Paragon Road Map and get you headed in the direction of your dreams.
3. Cruise
As you cruise into retirement, we’ll regularly monitor your progress and help you stay on course.
Our Services
Grow Your Income
Retirement Income Strategies
Wealth Management
Investments
Preserve Your Assets
Asset Preservation Strategies
Tax-Efficient Strategies
Long-Term Care Options
Pass It On
IRA Legacy Planning
Tax Planning
Life Insurance
We can also refer you to professionals who provide the following services:
Trusts Probate Charitable Giving Estate Planning
All investments are subject to risk including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values. Any statements referring to growing your income are not a guarantee or prediction of future performance. Any references to protection benefits, guarantees or lifetime income generally refer to fixed insurance products, never securities or investment products. Insurance and annuity product guarantees are backed by the financial strength and claims-paying ability of the issuing insurance company.