Bringing cohesiveness to a traditionally decentralized planning process…
that is the Paragon difference.
Bringing cohesiveness to a traditionally decentralized planning process…
that is the Paragon difference.
investment planning
- Develop and actively monitor customized asset allocation based on your individual risk profile
- Identify and recommend best-in-class asset managers
- Facilitate implementation of open architecture Asset Allocation
- Provide access to a variety of alternative investment opportunities
- Regularly monitor and report consolidated investment performance
Tax Planning & Preparation
- Prepare and update quarterly income tax projections and estimated payments
- Prepare and file Federal, State, and Local income tax returns
- Actively identify and implement tax minimizing strategies
estate planning
- Review and analyze your current estate plan and work with your attorney to ensure the plan meets all your needs
- Provide uniquely-tailored estate flow charts to show how assets will be divided among your heirs and charitable beneficiaries
- Develop plan for multigenerational wealth transfer
- Administer trusts, not-for-profit, and other philanthropic entities
CUSTOMIZED services
- Coordinate planning for retirement, including evaluating stock options and other executive compensation arrangements
- Educate and mentor successive generations about the complexities of wealth
- Evaluate overall insurance coverage, including life, property and casualty
- Divorce financial planning
investment planning
- Develop and actively monitor customized asset allocation based on your individual risk profile
- Identify and recommend best-in-class asset managers
- Facilitate implementation of open architecture Asset Allocation
- Provide access to a variety of alternative investment opportunities
- Regularly monitor and report consolidated investment performance
Tax Planning & Preparation
- Prepare and update quarterly income tax projections and estimated payments
- Prepare and file Federal, State, and Local income tax returns
- Actively identify and implement tax minimizing strategies
estate planning
- Review and analyze your current estate plan
and work with your attorney to ensure the plan meets all your needs - Provide uniquely-tailored estate flow charts to show how assets will be divided among your heirs and charitable beneficiaries
- Develop plan for multigenerational wealth transfer
- Administer trusts, not-for-profit, and other philanthropic entities
customized services
- Coordinate planning for retirement, including evaluating stock options and other executive compensation arrangements
- Educate and mentor successive generations about the complexities of wealth
- Evaluate overall insurance coverage, including life, property and casualty
- Divorce financial planning