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
The Latest News & Commentary
Does Your Portfolio Fit Your Retirement Lifestyle?
Most portfolios are constructed based on an individual's investment objective, risk tolerance, and time horizon. Using these inputs and sophisticated portfolio-optimization calculations, most investors can feel confident that they own a well-diversified portfolio,...
Atlanta Native Launches Local Financial Advisory Firm
Jimmy Goolsby, a native of Atlanta, Georgia, with 35 years of experience in the investment planning industry, today announced the formation of an independent firm – Paragon Wealth Counselors. With offices on Piedmont Road, in the Buckhead Area – the business center of...
Paragon wealth counselors
Paragon operates from the fundamental belief that life cycles and financial cycles exist hand in hand. That means together we help you leverage the successes achieved and face potential challenges when life takes you down a different path than planned. We manage your investments in real-time, applicable to real life.
Paragon Wealth Counselors is an investment adviser located in Atlanta, Georgia. This website should not be construed as a solicitation to effect, or attempt to effect, transactions in securities or the rendering of personalized investment or tax advice for compensation, over the internet. Advisory Services offered through Sowell Management, a Registered Investment Advisor. Securities offered through Concorde Investment Services, LLC (CIS), member FINRA/SIPC. Paragon Wealth Management, Sowell Management and CIS are independent of each other. Additional information about Sowell Management (CRD# 127145/SEC# 801-63991) is available on the SEC’s website at www.adviserinfo.sec.gov or FINRA’s BrokerCheck at https://brokercheck.finra.org/.
Contact
Phone
770-525-5007
Address
3495 Piedmont Road N.E.
Building 10, Suite 115
Atlanta, GA 30305
To learn about the professional background, business practices, and conduct of FINRA member firms or their financial professionals, visit FINRA’s BrokerCheck website: http://brokercheck.finra.org/
https://www.finra.org/#/
https://www.sipc.org/
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