If you are not yet retired, our job is to help get you where you can retire on your own terms, without worries about cash flow, retirement income, or retirement health care costs. If you are already retired - our job is to help give you the confidence to live out your days knowing that, while you may work again if you choose to.
If you feel Wealth Management may be right for you, please visit our Wealth Management Page to find out more! Railroad Retirement Benefits and Taxation Does it work any differently when I finally retire?
If you feel Wealth Management may be right for you, please visit our Wealth Management Page to find out more! Railroad Retirement Benefits and Taxation Does it work any differently when I finally retire?
Services
We were founded in 2004 as a branch office of a broker dealer. Seeing the storm clouds approaching as the Financial Crisis of 2008 loomed, we decided to leave that firm and create a fiduciary, fee-only Registered Investment Advisor (RIA) firm, independent of Wall Street's interests, designed to look out only for our clients' best interests.
Paragon Wealth Strategies, LLC ("PARAGON" or "Company") is an SEC registered investment adviser located in Jacksonville, Florida. PARAGON may only transact business in those states in which it is registered, or qualifies for an exemption or exclusion from registration requirements.
PARAGON's web site is limited to the dissemination of general information pertaining to its advisory services, together with access to additional investment-related information, publications, and links.
PARAGON's web site is limited to the dissemination of general information pertaining to its advisory services, together with access to additional investment-related information, publications, and links.
Private Wealth Management is a comprehensive, ongoing effort to maximize a your total wealth picture for today, tomorrow, and for future generations. It addresses your goals, your values, and it requires a team of highly trained professionals working together to achieve your goals. The CERTIFIED FINANCIAL PLANNER professional is trained to coordinate all other specialists' actions on your behalf.
Our investment management strategy is designed for clients who have worked hard to build a nest egg and are ready to enjoy the fruits of their labor. Research shows that an investor's ability to confidently stick to an investment plan is an important factor in getting high returns. The market can be unpredictable.
Reviews (1)
A. J. Vaughan
Jul 16, 2016
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I reached out to this group in need of some advice and even though we weren't the right match, one of the managing partners took the time to talk with me and give me advice and recommendations for other firms that would be a fit. If they treat non-customers like they did me, I am willing to bet they treat customers exceptionally.
