How does PARAGON FINANCIAL LLC help clients? – Key Takeaways:
PARAGON FINANCIAL LLC is a trusted financial advisory firm that provides comprehensive financial services to individuals and businesses. The firm prides itself on its expertise in financial planning, investment management, and retirement planning. It aims to help clients achieve their financial goals by providing personalized and strategic advice.
Facts and Insights
PARAGON FINANCIAL LLC has been in business for over 10 years and has established a strong reputation in the industry. The firm has attracted talented and experienced advisors who are dedicated to providing top-notch service to their clients. Its team of advisors comprises highly qualified professionals who possess a deep understanding of financial markets and investment strategies.
In addition, PARAGON FINANCIAL LLC has a significant presence in the market, managing over $1 billion in assets. It has a diverse client base, serving both individuals and businesses of all sizes. The firm is known for its commitment to transparency, ethics, and client satisfaction.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management (AUM) | Number of Advisors | Years in Business |
|---|---|---|
| $1 billion+ | Not disclosed | 10+ |
Financial Services Offered
PARAGON FINANCIAL LLC offers a comprehensive range of financial services to its clients, including:
- Financial planning
- Investment management
- Retirement planning
- Tax planning
- Estate planning
- Insurance and risk management
- Business and succession planning
- Education planning
Client Types
PARAGON FINANCIAL LLC caters to a diverse set of clients, including:
- High-net-worth individuals
- Business owners and executives
- Retirees
- Families
- Young professionals
Fees & Compensation
PARAGON FINANCIAL LLC works on a fee-based model, which means its advisors charge a percentage of the assets they manage for clients. This helps align the interests of the clients and the firm, as the advisors’ compensation is directly tied to the performance of the clients’ investments. The firm’s fee structure is transparent and competitive, and clients only pay for services they use.
Background
PARAGON FINANCIAL LLC was founded with a mission to provide holistic and personalized financial advice to clients. Its team of advisors has a combined experience of over 50 years in the financial industry and has helped numerous individuals and businesses achieve their financial goals.
The firm is committed to continuous education and staying up-to-date with the latest trends and developments in the financial world. Its advisors hold various certifications, including Certified Financial Planner (CFP) and Chartered Financial Analyst (CFA), which demonstrate their expertise and professionalism.
Financial Advisor Disclosures to Know
PARAGON FINANCIAL LLC is a Registered Investment Advisor (RIA) and is legally required to act in the best interest of its clients. The firm follows a strict Code of Ethics and is required to disclose any potential conflicts of interest to its clients. It has a clean record, with no disciplinary actions or regulatory sanctions.
In addition, PARAGON FINANCIAL LLC has a fiduciary duty, meaning it is legally bound to act in the best interest of its clients and always put their interests above its own. This provides clients with the peace of mind that their advisors are working in their best interest, without any external influences or biases.