Financial planning is not an accounting exercise. it is making life decisions based upon maximizing your financial situation.
Fiduciary Financial Planning by an Experienced Team of Certified Financial Planner (CFP®) Professionals - an Important Part of Our Wealth Management Service
We are an independent, fiduciary, fee-only wealth management firm staffed by professionals specializing in advanced retirement strategies, serving Jacksonville and Ponte Vedra Beach, FL. Our team members pursue additional specializations to provide a comprehensive, holistic level of service that is rarely found in financial service firms today.
Good returns from your investments are important. Making prudent life decisions may be more important.
Our wealth management clients receive continuous, fiduciary financial planning to establish goals, monitor progress, identify changes, and examine the outcomes of decisions they may be considering.
Watch the accompanying video to see our digital wealth management system in action!
questions a solid financial plan can help answer:
How much money do I need to retire? Can I retire yet?
Should I take my pension as a monthly paycheck, or as a lump sum to roll to an IRA?
If my spouse dies, what happens to their Social Security? Will I still be ok - financially?
What is the best way to pay for college? What is the best way to pay for home improvements?
I have a Special Needs person in my life. What financial strategies exist for him/her?
Can we afford that dream vacation? Can we buy that RV? Should we?
Is it worth it to buy a vacation home?
Should I pay off my mortgage before I retire? Is there a downside to paying off a mortgage early?
I have company stock, stock options, and a (Supplemental Executive Retirement Plan (SERP). How do those figure into my retirement income plan?
Financial planning is included in our Wealth Management relationships.
These questions - and thousands of others - can be answered by having a "base" financial plan, and then modeling alternate scenarios to see the likely outcome of your decisions.
Please Note: Limitations: The scope of any financial planning and consulting services to be provided depends upon the terms of the engagement and the specific requests and needs of the client. PARAGON does not serve as an attorney, accountant, or insurance agent. PARAGON does not prepare estate planning documents or tax returns, nor does it sell insurance products. Additionally, PARAGON does not typically do “stand alone” financial plans without a wealth management relationship.