Our Philosophy

Unfortunately there is no course in high school that teaches us how to invest wisely and safely. We are left alone to be responsible for our own financial future. This can be very difficult as we are surrounded by bad advice, scams, Ponzi schemes and conflicting information.

Paragon is different than other financial institutions because we ultimately want our customers to understand how they can achieve financial independence so they can retire comfortably. Unfortunately education conflicts with sales targets and profits, so it is impossible to provide proper education for publicly traded financial firms like the big banks. Education takes time and can only come through a strong, long-lasting relationship with a financial advisor you trust.

That is why we maintain Paragon Financial as a private, independent company, so we can truly focus on our customers’ needs. As we empower our clients through education we build trust, and with trust comes happy clients and referrals. This is why we exist ... to give you a comfortable environment so you can learn how to become financially independent in your retirement.

If you are interested in learning more, please feel free to contact us anytime. We would be happy to set up an appointment or discuss in further detail over the phone.