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Why work with a Fiduciary?

A very small percentage of Financial Advisors are Fiduciaries. Fiduciary Advisors have a legal obligation to act in their client’s best interest. They must put the clients best interest ahead of their own or they can be shut down. Fiduciary Advisors work as your partner sitting on the same side of the table helping you. They are not sitting across from you selling you products. It is important to understand this distinction.

The terms “Commission Only”, “Fee Based”, and “Fee Only makes it very confusing for investors to understand the difference between Advisors. “Commission Only” and “Fee Based” Advisors ARE NOT Fiduciaries. Only “Fee Only” Advisors are Fiduciaries. Paragon is a Fiduciary and Fee Only Advisor. That bottom line is that you want a “Fiduciary Fee Only” Advisor to help you.

It is important that you minimize your investment costs where possible. Management costs should be reasonable and provide good value. The management fees you pay should be offset by cost savings received through product expertise, economies of scale, and trading execution.

Our clients pay us only one way. There are no commissions, no front end fees, no 12-B1 fees and no surrender fees. Our fee is fully transparent. We simply charge a quarterly management fee for our services. The management fee is initially set up depending on the size and complexity of the account. We provide many other services such as general financial guidance, retirement planning, pension maximization, social security optimization, stock option analysis, estate and business planning. However, we only charge one ongoing quarterly management fee to manage the investments. All other services and advice are included at no cost to our clients as needed.

Most clients initially choose Paragon because of our stellar investment performance. However, as time goes on they realize that our highest value has been protecting them from their inexperience and stopping them from making bad investments. It has been helping them make the right decisions in order to find financial peace.

Our clients are our friends. We are their guide. Our money is invested right alongside theirs. We have done this for 28 years. Our mission is to help our clients make smart decisions with their money so that they can enjoy their life and spend time doing what they really enjoy.

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