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Services

Your family, future and legacy inform every decision we make.  Our team will provide ongoing support for managing your wealth, including asset allocation, diversifying your portfolio to stay on top of trends and avoiding unnecessary risk.  

Through in-depth discovery, Paragon Strategic Wealth helps you develop a clear, transparent financial road map. Our well-crafted plan helps set the stage for financial success at every stage of your life — and secures your family’s future, too.

We provide assistance in the following areas:

Investments

  • Bonds
  • Common Stock
  • Educational IRA
  • Traditional IRA
  • Roth IRA
  • SEP IRA
  • Simple IRA
  • Brokerage Accounts
  • Treasury Bills
  • Government Securities
  • Treasury Notes
  • Fixed and Variable Annuities


Financial Planning

  • Retirement Plans
  • Tax Plans
  • 401(k) Planning
  • 403(b) Planning
  • College Plans
  • Estate Plans
  • Money Purchasing Plans
  • Profit Sharing Plans


Insurance

  • Disability Income Insurance
  • Life Insurance
  • Long-Term-Care Insurance