Paragon Financial Partners

Financial ServicesCalifornia, United States2-10 Employees

Paragon Financial Partners, Inc. is an independent SEC Registered Investment Advisor based out of Los Angeles, California. As an independent advisor, we have no bank, brokerage, insurance, or mutual fund affiliation. Our independence allows us to act in a fiduciary capacity, which obligates us to put our clients' interests above our own. 
 
We believe financial planning goes deeper than investment consulting or asset management.  Our clients typically have three primary goals:

•	Enjoy the lifestyle they desire.
•	Achieve their specific legacy objectives with respect to their heirs and/or their charitable choices.
•	Minimize their tax obligation.

Each investor places different emphasis on these three objectives and one of our initial challenges is to identify your unique set of goals and develop a financial life plan accordingly.
Paragon Financial Partners offers a range of services to help compliment your stage in life.  These services include:

•	Financial Planning
•	Investment Management
•	Retirement Accumulation and Distribution
•	Estate Planning
•	Income Tax Awareness
•	Education Planning
•	Insurance Planning
•	Consult and Negotiate Large Purchases (Home, Auto, Business, Etc.)

Additionally, we provide additional coaching and guidance to our clients in specialized and unique ways that go beyond the typical financial planning firm. To learn more about our services and how we can work with you, please give us a call to setup a no-cost consultation.

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