Our Core Values
Paragon is an independent financial services provider of holistic financial planning, encompassing wealth, retirement, risk, tax and succession planning.
Our business has grown over years through integrity, professionalism and care, resulting in consistent client referrals.
Our client relationships are a result of mutual respect and honesty in all of our interactions. This atmosphere of trust and caring also extends to our most important asset, your Paragon team.
We take a disciplined approach to financial planning, taking into account all relevant aspects of your financial circumstances to identify and analyze your unique situation. Your tailored plan will provide you with a comprehensive roadmap to guide you through all your life stages.
Our purpose is to help you secure your future and protect the ones you care for most.
“Success doesn’t just happen. It’s planned for.” – Anonymous