COMPREHENSIVE WEALTH MANAGEMENT

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 individual risk profile
  • Identify and recommend best in class asset managers
  • Facilitate implementation of open architecture Asset Allocation
  • Provide access to 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 current estate plan and work with your attorney to create an estate plan that is right for you
  • 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 and property and casualty
  • Divorce financial planning

investment planning

  • Develop and actively monitor customized asset allocation based on individual risk profile
  • Identify and recommend best in class asset managers
  • Facilitate implementation of open architecture Asset Allocation
  • Provide access to 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 current estate plan and work with your attorney to create an estate plan that is right for you
  • 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 and property and casualty
  • Divorce financial planning