Our Four-Step Financial Planning Process

We strive to rise to the challenge when presented with out-of-the-ordinary requests and analyses to provide personalized solutions for our clients' unique needs. At Paragon Capital Management, our comprehensive and personalized approach is designed to help you navigate the complex world of finance to achieve your financial goals.

We believe that a solid retirement plan is the foundation of financial success and security. That's why we have developed an approach that focuses on four key steps: Vision, Feasibility, Resilience, and Optimization.

Vision

Vision

We work with you to understand your unique financial goals and aspirations to reach financial freedom and maintain your income to support your best retirement lifestyle.

Feasibility

Feasibility

We analyze your assets, insurance, income from current and future sources, and spending desires to ensure you are on the right path.

Resilience

Resilience

We develop a strategy that is designed to weather market volatility, and economic uncertainty, and ensures you have the right insurance and estate plan that can withstand unexpected changes. 

Optimization

Optimization

We refine and fine-tune your plan to help you achieve the best possible after-tax outcome.

Once your plan is established, we offer continued management and updates as your life and family evolve. Our approach involves periodic reports to inform you about your investment performance, tax standing, and asset positioning. Through quarterly updates and regular meetings with you, we can ensure that small problems are anticipated and corrected before the risk becomes too great. We also coordinate with your other professionals such as your accountant and estate attorney to assist with creating the best possible outcomes.

Discover how Paragon Capital Management's customized financial solutions can help you achieve your financial goals. 

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