RETIREMENT INVESTING
Secure your future and protect your legacy.

Retirement Investing for Your Future

Do you worry about running out of money for retirement?

You're certainly not alone. With longer life expectancies, rising healthcare costs and the demise of traditional pension plans, most people worry about having enough money to last through their retirements--and wonder whether they'll be able to retire when the time is right. To avoid these concerns, you need a plan that provides enough financial freedom to accomplish your post-retirement goals, whether that includes traveling, visiting family, volunteering in your community, or all of the above.

Retirement Investing is one of our most requested services. We offer a complete range of retirement tools and investment vehicles, and we know how to apply those tools to meet your unique needs and requirements.

In our experience, "one-size-fits-all" retirement plans and online "retirement calculators" often do more harm than good. That's why every retirement plan we create is customized to match your unique circumstances.

When you meet with one of our wealth managers, we will help you determine a risk level that is right for you, so you can sleep at night and have enough money for retirement.

After we determine your risk level, we will help you create an investment portfolio that is perfectly tailored for your individual needs, goals and financial requirements.

Our investment portfolios include:

Regardless of where your retirement planning stands today, we can help you find answers to the retirement questions you care about most:

  • How much do I need to save to be able to be financially independent when I retire?
  • At what age should I retire?
  • Considering all the tradeoffs, when I retire, which employer options are the best ones?
  • How much can I afford to withdraw from my investments now that I am retired?
  • How conservatively or aggressively should I invest my retirement funds?
  • How do I maximize the tax efficiency of my retirement plan? Tax Planning Video
  • Are my beneficiary designations set up to minimize future taxes?
  • Is my estate plan optimized with my retirement plan? Estate Planning Video
  • What is the best way to leave a legacy to my family?

    Since Paragon was established in 1986, we've helped many of our clients answer these questions (and many others), and guided them to a happy, secure retirement.

    Our investment services are unique and will help you make the difficult decisions you face prior to and during retirement. We actively manage our accounts, display our track record on our website, have over 24 years of experience, have fiduciary responsibility, do not sell financial products, do not get paid on commissions and do not charge surrender fees.

    We understand that these decisions are some of the most important decisions you will ever make, and we are here to guide you through the retirement maze. We invite you to look through our website to learn more--or call us at 801-375-2500.