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Protecting Your Family, Your Future, and Your Legacy

Customer Relationship Summary

A Different, Client-Based Approach

The definition of Paragon is “a model of excellence or perfection”.  When you are in the business for nearly two decades, you learn a few things….namely that quality is EVERYTHING; from the quality of services we provide to our clients to helping those clients achieve the quality of life they want and desire.

At Paragon Strategic Wealth, we foster trust, build relationships and strive for providing excellent services to our clients.  We do this by providing solutions that help Protect Your Family, Your Future and Your Legacy. That is who we are, and who we will always be.

Your family, future, and legacy are too important to bundle into a pre-made plan. We understand that individuals face unique challenges as they prepare for retirement. We can help take the mystery out of preparing for today and tomorrow. Whether you are investing to build wealth, protect your family, or preserve your assets, our personalized service focuses on your needs, wants, and long-term goals.

We can help you address your needs of today and for many years to come. We look forward to working with you.

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One Agenda: YOURS

One Agenda: YOURS

We don't believe in forcing clients into solutions that do not fit them. At Paragon Strategic Wealth, our team doesn’t pressure you into products you don’t want or need. Our only goal is to find the right mix of financial planning products that help you create the future you want for your family.

Today’s economic environment presents many challenges. But along with these challenges comes opportunities and potential rewards for those who can identify long-term trends.

Whether you’re facing retirement—or looking to better understand certain investment ideas—we can help you address your most pressing financial questions. See our list of services. 

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Family First

Family First

Paragon Strategic Wealth believes in protecting those closest to you.  Our first priority is helping you take care of yourself and your family. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of our foundation of success.

Working side by side, we will create a detailed plan perfectly tailored to your goals. With our affiliation with Royal Alliance Associates , you get a personal touch of a smaller firm combined with the resources of a larger firm.

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Orchestrating Your Retirement Accounts

Orchestrating Your Retirement Accounts

An orchestra is merely a collection of instruments, each creating a unique sound. It is only when a conductor leads them that they produce the beautiful music imagined by the composer.

The same can be said about your retirement strategy. See our mission statement.

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