PARAGON Wealth Strategies, LLC
Financial Services - Jacksonville, Florida, United States
PARAGON Wealth Strategies, LLC Employees
PARAGON Wealth Strategies, LLC Details
PARAGON. Helping Successful Individuals and Families Make Work... Optional!Perhaps you dream of retiring and filling your days with golf, family, church, or other pursuits.Maybe you have already made the leap into retirement. Wherever you are on The Retirement Continuum(tm), one thing remains constant: Sucessful retirement requires effective management of your financial affairs. Most people wish to retire only once; this requires that you do it right - the first time! PARAGON is comprised of experienced CERTIFIED FINANCIAL PLANNERTM professionals, each highly experienced at helping successful individuals and families make the sound decisions necessary to achieve - and then successfully live - their retirement dreams.PARAGON Wealth Strategies Specializes in the following areas:Wealth Preservation - producing optimal returns from your investments consistent with your time frame and risk comfort level Wealth Enhancement - mitigating taxes while generating cash flow Wealth Transfer - taking care of chosen heirs in the way you desireWealth Protection - taking steps to ensure that your assets are not unjustly taken away (protecting against catastrophic loss, litigation, ex-spouses, or identity thieves).
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