Providing Expert Guidance for Your Real Estate Needs
Who We Are
At Paragon Wealth Strategies, we are committed to helping our clients achieve financial independence and make their job optional. Our team of certified financial planners (CFPs) is dedicated to providing personalized financial planning and investment management services to individuals and families in the Jacksonville and Ponte Vedra Beach area. With our expertise in wealth management, retirement planning, and 401(k) rollovers and management, we strive to make our clients' financial dreams a reality.
Our Philosophy
Our philosophy is built on a foundation of honesty, hard work, continuous education, and world-class service. We believe that our clients deserve the best possible guidance and support as they navigate the complex world of personal finance. We take a fiduciary approach to financial planning, which means that our only loyalty is to our clients.
Our Services
At Paragon Wealth Strategies, we offer a range of services designed to help our clients achieve their financial goals. These services include:
- Wealth Management: Our comprehensive wealth management service is designed to help our clients make the most of their financial resources. We use a disciplined investment approach to help our clients achieve their financial objectives.
- Retirement Planning: We help our clients plan for a comfortable retirement by creating personalized retirement plans that take into account their unique financial circumstances and goals.
- 401(k) Rollovers and Management: We specialize in helping individuals rollover their 401(k) plans and manage their retirement accounts to ensure a sustainable income stream in retirement.
- Financial Planning: Our financial planning services are designed to help our clients make informed decisions about their financial futures. We take the time to understand our clients' goals and create personalized plans to help them achieve those goals.
Our Team
Our team of certified financial planners (CFPs) is committed to providing exceptional service and expertise to our clients. Our team members are dedicated professionals who are passionate about helping our clients achieve their financial goals.
Case Studies
At Paragon Wealth Strategies, we believe that our clients' experiences are the best way to illustrate the value we bring to the table. That's why we're proud to share our case studies, which highlight the success our clients have achieved with our guidance.
Resources
At Paragon Wealth Strategies, we believe that informed clients are empowered clients. That's why we've created a range of resources to help our clients make informed decisions about their finances. These resources include our financial blog, video library, and downloadable brochures.
Get Started
At Paragon Wealth Strategies, we're committed to helping our clients achieve their financial goals. If you're ready to take control of your financial future, we're here to help. Contact us today to schedule a consultation and take the first step towards making your job optional.
Exceptional Customer Service
A. J. Vaughan left a glowing review, giving the group a perfect 5-star rating. According to Vaughan, the group went above and beyond to provide advice and recommendations, even though the individual wasn't a good match for the firm. One of the managing partners took the time to speak with Vaughan and offer guidance, showing exceptional customer service skills.
Responsive and Helpful
Vaughan was impressed with the level of responsiveness and helpfulness from the group, mentioning that even though they weren't the right fit, the managing partner still took the time to assist. This behavior suggests that the group is committed to providing excellent service to both customers and non-customers alike.
Recommendation and Advice
The managing partner not only offered advice and recommendations but also suggested alternative firms that might be a better fit for Vaughan. This kind of personalized attention demonstrates a genuine interest in Vaughan's needs and a willingness to go the extra mile.
