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How We Work

There are many financial products in the market, so choosing the ones that best meet your individual needs can be complicated. At Paragon Wealth Management, we provide experienced advice to ensure you are making informed decisions about which products are going to help you work toward your long- and short-term goals. As an independent financial services team, we also have full access to all of the products on the market, which gives you the flexibility to select the right combination of products that will help you work toward your financial objectives.


Investments play a key role in preparing for your financial future. We work with you to develop a list of attainable short-term and long-term goals. From there, we strategically build, and actively manage an investment portfolio that will strive to get you there.

Retirement Planning

You can start saving for retirement now. Our team has the knowledge and experience to work with you to define your retirement goals, assess your retirement needs, and create a plan to live retirement well.

Education Funding

Ensure your children have the resources to achieve the highest level of education. With the capability to offer individualized solutions, our team will give you the ability to provide your children with a foundation for success.

Estate Planning

Prepare to leave a lasting legacy by giving your family a detailed bereavement plan. We work with you to develop a plan that will evaluate gift-giving strategies, weigh trust options, and effectively plan your legacy.

Debt Analysis & Spending Strategies

A financial plan is only as secure as your ability to target spending and effectively manage debt. We work with you to conduct a comprehensive debt analysis to develop spending strategies that allow you to use your money as a tool to shape your future.


Are you covered? Our team of professionals have the knowledge to conduct a comprehensive analysis of your current policies, identify your insurance needs, and have the right kind of protection.

Income Tax Reduction Strategies

Don’t pay more than you owe to the IRS. Our professionals work with you to analyze your financial documents, and identify strategies to effectively manage your contributions and maximize your tax benefit.

Group HealthCare & Retirement Options

The healthcare system is complicated; offering employee benefits should not be. Let our professionals guide you through your employee healthcare and group retirement options, and keep your team on the path to success.

Long-Term Care & Disability Cost Analysis

Don’t let an injury undermine your financial freedom. Let our specialists guide you through your various long-term care and disability coverage options.

For more information about our firm and the services we offer, send us a quick email or call the office. We would welcome the opportunity to speak with you.  |  (215) 348-3176