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Financial Planning
At Paragon Capital Management, planning starts with an understanding of your goals,
hopes and dreams. What is most important to you:
- Do you want to retire early, without running out of money or depending on your children?
- Do you want to send your children to the college of their choice?
We assist you in envisioning your "ideal" dreams for the future. In a unique financial planning approach, we utilize the "WealthCare" financial planning process. We can:
- Provide confidence in achieving the life goals you value
- Avoid unnecessary investment risk
Beyond investment management, we assist you with every aspect of your financial life—addressing insurance, tax, retirement and estate planning needs—in order to develop a detailed strategy or financial plan for meeting your goals.
Divorce Financial Planning
Divorce is often the single largest and most traumatic financial transition of a person's life. It requires difficult decisions, regarding complex financial and tax issues, at one of the most stressful times in your life.
We have developed a special advisory service to help make the financial transition through the stages of the separation and divorce less confusing.
- divorce litigation support
- mediation
- collaborative divorce
We can help you prioritize the financial aspects of your divorce and provide you with the tools you need—so that you can negotiate more effectively, make wiser choices, and live better afterward knowing you made the right decisions.
Estate Planning
Leaving a legacy to your children or charities is a significant aspect of estate planning.
- Making sure you have a proper Will or Trust in place that specifically addresses your concerns, while at the same time minimizing taxes.
- Developing a transfer strategy to meet your needs and goals.
Long-Term Care Planning
Families today are faced with the growing challenges of meeting the needs of their parents as well as themselves.
- The actual risk of needing Long Term Care (either home care or nursing home care) is greater than 50%*.
- With nursing home costs burgeoning, a family can become financially devastated without a proper plan in place.
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