What We Offer

We understand that every client's financial situation is unique. Our team of experienced professionals is dedicated to providing a wide range of services tailored to meet your individual needs. From investment management to retirement planning, we are here to help you navigate the complex world of finance and achieve your financial goals.

No matter where you are in life, our goal is to take a closer look at your current situation and develop a plan that revolves around your needs and goals. By building a meaningful relationship, we hope to work toward achieving your short-, medium- and long-term goals. 

To understand which of our services are best suited to your objectives, we’ll start with a conversation, and determine the most suitable next steps for you. We understand that your life moves quickly and is likely very busy, which is why it’s important to take a moment to clarify your goals and the details that truly count. 

Comprehensive Financial Planning

Comprehensive Financial Planning

  • Reaching Financial Freedom and Retirement
  • Proactive Tax Planning
  • College Saving Plans and 529s
  • Workplace Retirement Plan Guidance
  • Retirement benefits (401(k), 403(b), 457, Thrift Savings Plan)
  • Cash Flow Management
  • Budgeting
  • Savings Plans
  • Risk Management
  • Life Insurance Needs Analysis
  • Property & Casualty Insurance Review
  • Debt Management
  • Trust Guidance
  • IRA Management
Retirement Income Planning

Retirement Income Planning

  • Sustainable Spending Plan to Ensure You Never Run Out of Money in Retirement
  • Maximize In-retirement Income
  • Social Security Filing Strategies
  • Drawdown Optimization
  • Portfolio Design to Sustain Cash Flow Needs
  • Pensions
Investment Portfolio

Investment Portfolio

  • High Net Worth Investing
  • Stocks
  • Corporate Bonds
  • Government Bonds
  • Tax-free Bonds
  • Private Investments
  • Alternatives
  • Tax-optimized Investing and Account Types
  • Mutual Funds
  • ETFs
Corporate Executives

Corporate Executives

  • Corporate Benefits Analysis 
  • Restricted Stock Units
  • Stock Options
  • Non-cash Compensation Planning
  • Money Purchasing Plans
  • Profit Sharing Plans
  • Pension Analysis
  • Deferred Compensation
  • Career Transition
  • Salary Negotiation
Legacy and Family Planning

Legacy and Family Planning

  • Estate Plan Review
  • Philanthropy through Charitable Giving
  • Donor Advised Funds
  • Family Foundation
  • Charitable Giving
  • Legacy Planning
  • Complex Trust Guidance
  • Custodial Accounts for Children
Real Estate

Real Estate

  • Primary Residence
  • Rent vs Buy
  • Income and Rental Property Analysis
  • Private Real Estate Investments 
Small Business Planning

Small Business Planning

  • Employee Benefits Options
  • Self-employed Retirement Savings

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

Schedule a Meeting Today

Contact Us Today

Thank you!

For more information about our firm and the services we offer, send us a quick email or call the office. We would welcome the opportunity to speak with you. | 303.293.3680