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Mission

At our Paragon Strategic Wealth, we have the client—and only the client—in mind.

Our mission is to get to know and understand your needs, wants, and long-term goals. We want to help you develop, implement, and monitor a strategy that’s designed to address your individual situation.

We understand the challenges families face today.  From managing debt to saving for college to retirement, these personal finance challenges can be overwhelming. Our commitment is to utilize all of our resources to help you pursue your goals.

We believe in thinking “out of the box” and we are not afraid to challenge conventional wisdom in our approach to investing and preserving wealth. All of our energy, commitment, and efforts are focused on you, the client, and your satisfaction.

Your accomplishments should stand the test of time and make life brighter for those coming after you. We are dedicated to maximizing your impact.

                                     Our Process

We begin the process with seven fundamental questions that help in his efforts to “really get to know you". The answers to those inquiries and the follow-up questions we ask set the stage for a “strategy session.”

This step focuses on helping clients come to grips with their specific opportunities and challenges. This entire process is conducted in a more analytical, low-key atmosphere where there is no pressure for quick decisions or quick closes. The result of this type of approach is that better long-term decisions can be made by the client.

We view this approach as a planning process, not a sales process.  We listen intently to what you have to say to help “Protect Your Family, Your Future and Your Legacy”.


                                  Your Future

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.

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