Getting Started

With Paragon

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PLAN FOR TOMORROW,
SO YOU CAN LIVE FOR TODAY

By making a change to Paragon, you are proactively and positively moving your life forward. You are getting off the merry-go-round of unnecessary and costly investments. You are bringing clarity to your future.

COMPLIMENTARY PORTFOLIO REVIEW

If you are interested in our services but not sure you want to move forward, have us conduct a no-cost, no-commitment review of your current investment portfolio. Because we are 100 percent “fee only” fiduciaries and do not sell any investment products, we can give you an impartial second opinion of your current investment strategy. Does your strategy make sense? Is it safe? Is it comprehensive? Will it take care of you through retirement? Are the costs reasonable? Is it tax efficient? Is it within your risk tolerance? Are you diversified properly? Are you on track to reach your goals? This valuable review costs you nothing but gives you the peace of mind to know if you are on the right track.

DISCOVERY MEETING

If you decide to move forward after your portfolio review, the next step is your discovery meeting. This is where we learn about you, your family, your current investment strategy, personal priorities, values, risk level, money personality and overarching financial goals. Every client has different priorities depending on situation and stage of life. We want to put together a strategy that will work for you over the long term. Building wealth is not easy. To help you reach your goals we need to understand where you are currently and where you want us to take you.

INVESTMENT PLAN MEETING

In this meeting we review your new customized investment plan. Your plan is built around a flexible framework designed to meet your goals over time. This framework can be relatively simple or quite complicated depending on your personal situation. It may include financial, retirement, social security, tax, estate or business planning issues. Or it may simply match your investments with your time frame and investment comfort level. It is designed to meet your specific needs in a prudent, cost-effective way. This framework allows us to adjust your plan over time as your needs change.

ESTABLISHING YOUR ACCOUNTS

Paragon has selected a strong partner, Charles Schwab, as the independent custodian for your investment funds. This is the financial institution where your investments are actually held and traded. Our client service manager will work with you to complete the paperwork and open your accounts with Charles Schwab. You will receive a statement from Charles Schwab each month. More than 5,000 independent investment advisors trust Schwab to service $556 billion in client assets. With total assets under custody at $1.4 trillion, Schwab has the people and the processes to provide you with top-tier service at some of the lowest costs in the industry.

GOING FORWARD

Forty-five days after your accounts are set up, we meet to see if you have any questions about both the paperwork and your personalized investment strategies. We also ensure we’re still on the same page with your goals.

Once your accounts are set up, we are there to help you as much or as little as you desire. Some clients like to meet quarterly, while others like to meet annually. Our client service manager will reach out to you each quarter to see if you have any questions or would like to set up a meeting with your advisor. We would like to meet with you at least annually to review your objectives, make sure you are on track and update your investment strategy as needed.

We constantly monitor the investment markets and adjust your portfolio accordingly. In order to keep you informed, we will provide you with updated information through our website, real time online access to your accounts, regular blog posts, monthly and quarterly statements, a quarterly newsletter, and a variety of client events.

At Paragon, we do not market to the masses. We offer customized, high-end concierge service to a select group of clients. We are here to help you with any financial issues, questions or concerns you may have. If you succeed, we succeed. Call us anytime.

 

AWARDS & RECOGNITION