St. Augustine certified financial planner™ (CFP®) Professionals
St. Augustine is the oldest city in America and still attracts legions of visitors and new residents each year. Many relocate to the region for the abundant natural beauty as well as the retiree-friendly tax climate. Whether you’re a recent retiree or whether you are starting a young family and beginning your career, we can help ensure that you have put the right long-term retirement strategy into play.
No matter who you are or how you are strategizing to maximize your well-earned nest egg, we have the team for you. Locally rooted in the historic St. Augustine region, Paragon Wealth Strategies operates with a simple goal: helping our clients to retire and stay retired.
Our team of certified financial planners bring extensive experience servicing a wide variety of clients throughout St. Augustine and surrounding areas. We know the area, we know finances – and we know how to help you build, sustain, and maximize a nest egg to create the life you want for you and your family. There can be no one-size-fits-all approach to building the right strategic financial roadmap; our team of trusted advisors can make sure you are proactively shaping your approach to the future, not reacting to the short-term headlines.
Whether you are planning a multi-year strategy to reach retirement or seek the confidence to maximize your savings now that you have left the world of active employment, we can help you to reach your goals. Let’s discuss how we can work together to build a life of freedom in St. Augustine on your terms. Give our team a call today and let’s set you on the right path to lasting financial independence. We’re excited to talk to you today!
Note: Our office is located at 10245 Centurion Pkwy N Ste 106, Jacksonville, FL 32256, though we proudly service clients from all over.
St. Augustine financial Planning, investment management & more
We offer a full suite of comprehensive services for customers throughout St. Augustine. You name it, we can do it when it comes to financial planning services for residents in St. Augustine. Our capabilities are wide-ranging, from wealth management advising to devising the right investment management strategy to help you enjoy the nest egg you have saved up.
We work hard to understand you as a person and device the unique strategy you need to meet your long-term financial goals for your family in St. Augustine. We know that you’re in Florida to live the life you want for you and your family. But how can you ensure that the savings you have worked hard to amass can sustain you and your loved ones for the long haul? We know that your financial planning will evolve over time based on your needs and unexpected challenges that life can throw your way. Let’s chat today about how we can work together.
more about Our St. Augustine area team:
Our team of St. Augustine-based financial advisors are committed to working in the very best interests of our clients, operating as a fiduciary, fee-only Registered Investment Advisor (RIA) firm. Since our beginnings back in 2004, we have set out with a very specific goal in mind: to build a cost-effective alternative to the abuses and conflicts of interest that we have seen too other reflected in our industry.
We don’t believe in following the same old playbook. Our charge to ourselves and our driving motivation is to be a different kind of firm for residents across northeastern Florida and throughout St. Augustine – one focused on servicing individual clients as human beings, offering them a holistic wealth management approach uniquely tailored to their specific needs. We pride ourselves as the best financial advisors you will find anywhere around the beautiful area that we are lucky to call home surrounding St. Augustine’s streets. We’re confident that you will agree – so give us a call. We’re excited to talk with you about the kind of future that we can build together.