Business Details
Your Trusted Partner for Financial Planning Solutions
At Paragon Financial Services, we empower clients to gain a new perspective on their financial lives, providing the freedom to live richly through personalized financial planning and investment strategies. Our proprietary VantagePoint FORMula offers a panoramic, client-centered approach that evolves with your needs, ensuring every financial decision aligns with your unique goals. We prioritize meaningful partnerships, built on a rigorous fit process that ensures alignment between our expertise and your aspirations. Our team collaborates seamlessly, combining individual strengths to deliver innovative solutions that address both immediate and long-term financial challenges. Integrity, authenticity, and proactive advice form the foundation of our client relationships, creating a welcoming environment where clients feel valued beyond their financial metrics.We specialize in transforming complex financial landscapes into clear roadmaps, emphasizing education and transparency to foster confidence in every decision. With a focus on family, occupation, and recreation, our process helps clients achieve financial independence while maintaining a balanced, fulfilling life. Our strategic partnership with LPL Financial enhances our ability to provide comprehensive resources and expertise, ensuring clients receive both personalized attention and institutional-grade support. We measure success by our clients' ability to navigate life's uncertainties with clarity and optimism, knowing their financial plans are tailored to their evolving priorities. By prioritizing communication, advanced planning, and proactive investment management, we help clients connect their financial goals to their deepest values.
Services
Financial Planning
Investment Management
Wealth Management
Retirement Planning
Tax Planning
Highlights and features
- We utilize the proprietary VantagePoint FORMula for comprehensive, evolving financial strategies.
- Our client-centered approach ensures personalized solutions aligned with individual life goals.
- Team collaboration combines diverse expertise to address complex financial challenges.
- Integrity-driven service prioritizes transparency and long-term client partnerships.
- Strategic partnership with LPL Financial provides institutional-grade resources with personalized attention.
Services
Financial Planning
Our comprehensive financial planning service creates personalized roadmaps that align your financial decisions with life goals. Using the VantagePoint FORMula, we analyze your unique circumstances to develop strategies that address both immediate needs and long-term objectives. This service empowers clients with the knowledge and tools needed to make informed financial decisions.
Investment Management
We offer proactive investment management tailored to individual risk tolerance and financial goals. Our approach balances asset growth with protection strategies while providing ongoing education about market impacts. This service focuses on maintaining portfolio alignment with evolving client objectives through regular reviews and adjustments.
Wealth Management
Our wealth management service integrates financial planning with investment strategies to address complex financial situations. We consider all aspects of your financial life, including family needs, career transitions, and lifestyle goals. This comprehensive approach ensures coordinated strategies that adapt to changing life circumstances while maintaining focus on long-term objectives.
Retirement Planning
This specialized service focuses on creating sustainable retirement strategies tailored to individual lifestyle aspirations. We analyze current financial status, projected needs, and risk factors to develop plans that ensure financial security during retirement years. Our approach emphasizes flexibility to accommodate changing market conditions and personal circumstances.
Tax Planning
Our tax planning service optimizes financial strategies to minimize tax liabilities while supporting overall financial goals. We analyze current tax situations and develop proactive strategies that consider both immediate and long-term implications. This service integrates with broader financial plans to maximize after-tax returns and improve overall financial efficiency.
People
Simon V. Woon
Principal, Financial Advisor & LPL Branch Manager
Simon leads with extensive financial industry experience, combining strategic vision with hands-on client service. He oversees branch operations while maintaining direct client relationships, ensuring alignment with Paragon's client-centered philosophy.
Ryan M. Smith
Principal, Financial Advisor and Head of Financial Planning
Ryan specializes in creating customized financial plans, leveraging his CFP designation to develop comprehensive strategies. He focuses on advanced planning techniques and client education to build long-term financial confidence.
Amy Kemp
Financial Advisor and Head of Portfolio Management
Amy manages investment portfolios with expertise in asset allocation and risk management. She develops tailored investment strategies that align with individual client goals while maintaining disciplined portfolio management practices.
Anne B. Van Wart
Client Relationship Manager
Anne serves as the primary client liaison, ensuring seamless service delivery and communication. She focuses on building strong client relationships through attentive service and coordination of the advisory team's efforts.
Ramey Anderson
Operations Coordinator
Ramey manages day-to-day operations, ensuring efficient service delivery and regulatory compliance. He supports both advisors and clients through streamlined processes that enhance the overall client experience.
Questions
What services does Paragon Financial Services offer?
We provide financial planning, investment management, wealth management, retirement planning, and tax planning services tailored to individual client needs.
What makes Paragon's approach unique?
Our proprietary VantagePoint FORMula combines panoramic financial analysis with personalized strategies focused on family, occupation, and recreation priorities.
How does Paragon work with clients?
We use a three-phase process emphasizing communication, advanced planning, and proactive investment management to create customized financial roadmaps.
What investment philosophy does Paragon follow?
We employ proactive risk management strategies aligned with clients' risk tolerance and long-term financial goals.
