our mission
We draw upon decades of both life and investment experience, counseling clients through the unexpected cycles of life and the markets. Using a focused wealth approach, we work in real-time to meet clients’ real-life vision for the future. Providing financial planning, wealth management, tax planning, and estate planning, Paragon is located in Atlanta, Georgia.
Financial Planning
Planning is much more than filling out a questionnaire only to produce a “cookie cutter” software-generated financial plan. We take time to get to know you first and help you address personally the things that are most important to you. Software planning tools don’t know you or care for you personally. We seek to do both.
Wealth Management
Wealth is always managed in the context of two things. First — real life and you as a real person. That requires getting to know you and your past real-world experiences along with your future aspirations. We respect you as a person – not just something “on paper.” Second — We must respect market and economic cycles. While we establish a long-term investment plan and do not deviate much over time, we will tilt your portfolios according to these cycles.
Tax Planning
We are not an accounting firm, but we work diligently in the tax management of your investments. This is assessed daily in the management of your investments, not once a year. After-tax return is a priority of our practice.
Estate Planning
We utilize resources and professionals to join us and plan for your assets to be perpetuated in the best way for you, your family and charitable interests.
Who We Serve
Life moves in cycles and your investment strategies move along with them.
The investor
Where you are now – We can’t plan for where a client wants to be without first establishing where you are now. To that end we put in a place a realistic investment strategy based on your present situation that we can enhance and build upon.
Where you want to go – As clients’ achieve success and increase their wealth so do our investment plans. We are able to utilize more solutions and investment opportunities on your behalf.
You’re there – You’ve earned it and you deserve your rewards. Paragon can help you enjoy the success of what you have accomplished while making sure you have enough to live well into retirement.
“We are able to utilize more solutions and investment opportunities on your behalf.”
“Do you want to retire early or find that second career? Helping you think through this next cycle in life is critically important to enjoying retirement. Paragon can counsel you based on life proven experiences with our clients.”
The Pre-Retiree
Investing in the right place – For the pre-retiree, it’s especially important to understand where you want to go, and when you want to get there. Sometimes, opportunities need to be maximized in a shorter time window to achieve goals. Do you want to retire early or find that second career? Helping you think through this next cycle in life is critically important to enjoying retirement. Paragon can counsel you based on life proven experiences with our clients.
Enjoying your life – It’s important to save, but there’s nothing wrong with enjoying the fruits of your labor. Sometimes clients are afraid to spend funds when there’s no need to be fearful of compromising their future income. We can be the voice of reason that says when it’s OK to pay dividends to yourself.
Leaving a legacy – For people who have worked hard to build wealth, there is a sense of pride with leaving a legacy – a beginning – for those who come after them. Estate planning is something we understand. Afterall, your legacy is the most lasting milestone of all.
Let’s get started
Give us a call or send us an email and let’s start the conversation about your real-life vision for the future.
Phone: 770-525-5007
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