Hit the Road to

Freedom in Retirement

We’ll help you navigate the terrain with a growth-oriented approach that also helps protect you from the risks of market fluctuations.

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


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.

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