Our Company

In addition to our divorce financial planning services, Paragon Wealth Strategies' Estate and Retirement Planning division offers a wide array of financial services to assist individuals who are retired or within five years of retirement.

 
Visit our website at www.WealthGuards.com.

Our advisors are bound by the Prudent Person Rule, which means we have a fiduciary responsibility to put the interests of our clients first. Paragon Wealth Strategies upholds the highest standards of ethics and professionalism. Our advisors are not required or encouraged to utilize any specific product. Paragon Wealth Strategies does not represent proprietary products or participate in underwriting of public offerings.

Services:

Retirement Planning

• Retirement plan distributions
• Income strategies

Investment Planning

• Portfolio analysis and redesign
• Risk/return evaluation
• Asset Allocation

Protection Planning

• Identification of current and future risk exposure
• Analysis of current insurance coverage and cost effectiveness
• Long-term care protection

Tax Planning

• Maximizing use of tax credit investment vehicles
• Multi-generational IRAs
• Tax free and tax deferred investment strategies

Estate Planning

• Minimizing probate expenses, delays and publicity
• Reduction or elimination of estate taxes
• Assuring proper management of family assets

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