Is your job... 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. If you are already retired - our goal is to give you 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, fiduciary financial advisory firm specializing in 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. Optimizing your retirement is our specialty.
Fiduciary Financial Planning for Life Decisions
Retirement Income Planning and Optimization
Investment Optimization and Cost Reduction
Recession Protocol™ to Protect Your Investments
Investor Coaching and Behavioral Finance
Tax Planning and Tax Minimization
Strategies to Protect Your Wealth
Survivor, Special Needs, and Estate Planning
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 your nest egg will have to contribute to your retirement income. For this reason, your portfolio must overcome inflation and taxes and continue to grow. PARAGON Wealth Strategies continuously manages hundreds of millions of dollars in client investments on a fiduciary basis. These portfolios are designed to reflect each client’s risk tolerance, enjoy low cost, and seek maximum market returns. Additionally, PARAGON is one of the few firms that has a very clear Recession Protocol™, which seeks to protect client assets during extended bear markets that tend to accompany 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. The CFP Board also requres its members to adhere to a fiduciary standard while performing financial planning services.