Your Job - Is it OPTIONAL?
Hopefully, if you have a job, you enjoy it. But... what if... your JOB was... OPTIONAL? That is our goal - if you are not yet retired, to get you to the point where you can retire on your own schedule and on your own terms, without worries about cash flow, retirement income, or retirement health care costs. And if you have already retired - our mission is to give you the guidance necessary for you to have the confidence to live out your days knowing that, while you may work again if you choose to... you will never have to.
In short - Our Job is to Make Your JOB... OPTIONAL!
The FREEDOM to do as you please, when you please, for whom you please. That is what FINANCIAL INDEPENDENCE feels like.
PARAGON Wealth Strategies, LLC, is a fee-only financial advisory firm specializing in today's most advanced and well-researched retirement income strategies. Whether you are approaching retirement, or already living in retirement, it is likely that our team of financial advisors can help improve your situation. Confidence to retire comes from diligent preparation and confident execution over time. This is our specialty.
- Growing your assets within your risk tolerance and generating retirement income
- Mitigating taxes to whatever degree possible
- Managing risks so as to protect assets - from catastrophe, litigation, market crashes, and poor planning
- Transferring wealth to the next generation or to desired beneficiaries in the most efficient manner possible
- Charitable Giving - If you are charitably inclined - maximizing the impact, to yourself and to the charity, of your generosity.
For individuals who have accumulated significant assets, we offer comprehensive Wealth Management Services. Our team of fee-only CERTIFIED FINANCIAL PLANNER™ professionals, each with their own advanced specialty - work together as a unified financial advisor team to optimize your situation. Specifically, wealth management involves:
Certified Financial Planners (CFP®) serving Jacksonville and Ponte Vedra Beach
Your investment portfolio is your engine of growth in retirement. Unless all of your income needs are met through pensions, Social Security, or Railroad Retirement, then it is very likely that your nest egg will have to contribute to your retirement income. For this reason, it is critical that your portfolio overcome inflation and taxes and continue to either grow. PARAGON Wealth Strategies manages hundreds of millions of dollars in client investments - portfolios designed within their risk tolerance, with low costs to try to maximize the returns of the market. Additionally, PARAGON is one of the few firms that has a very clear Recession Protocol™, designed to protect client assets during the extended bear markets caused by recessions. Please visit our Investment Management Page to see our investment philosophy - we think you'll like it.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, Certified Financial Planner™ and CFP® in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.