Mission Statement

At Paragon Financial Planning, our mission is to provide our clients with the best path to achieve financial independence through wealth accumulation, risk management, and transfer of assets by creating and implementing thoughtful strategies that are tailored to their unique goals.


We are driven to provide our clients with exceptional service, clarity on complex financial concepts, and education that enhances their quality of life and leads to sustained and actionable solutions.


We are our client's financial advocate, striving to organize and simplify life in such a way that maximizes the family's enjoyment of their wealth now and in the future.