College Station, Texas
Financial Planning Services

 

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Holistic Financial Planning Is All About You

As experienced fee-only financial planners, holistic financial planning is the core of our business. That’s because the financial planning process helps both the client and the financial planner get a clear understanding of each of the elements of the client’s financial life.

Comprehensive financial planning is essential to the wealth management process for determining things like ideal investment allocations, insurance needs, tax and estate planning strategies, and retirement savings and distribution strategies. It tells us how much investment risk you can tolerate without jeopardizing your prospects for a secure retirement, and if you can afford to purchase big ticket items or increase your charitable goals.

As CERTIFIED FINANCIAL PLANNERS™, we are highly proficient in holistic financial planning and have fulfilled the many education, examination, experience, and ethics requirements for the CFP® designation, which is considered the gold standard of certifications for financial planners.

Our Financial Planning Process

Financial planning is a fluid, ongoing process that requires regular monitoring and adjustment as the investment climate or your unique financial situation changes.

Paragon Financial Advisors utilizes a comprehensive financial planning approach that incorporates each of the many aspects of a client’s financial landscape. The financial planning process begins with an exploration of goals and objectives important to you. Building on these goals and objectives, we continue with cash flow analysis, tax planning, risk management, education planning, retirement planning, and estate planning.

Expert Financial Planning for Clients Throughout Texas and Nationwide

We provide comprehensive holistic financial planning services to clients throughout Texas and nationwide. We serve a wide range of clients, including young professionals, retirees, businesses, and foundations. As fee-only financial planners and fiduciaries, we act in your best interest.

Let us show you how we strive to be a top wealth manager in Texas.

Learn about our wealth management services:

Paragon Financial Advisors
Comprehensive and Holistic Financial Planning
Serving College Station, Austin, Houston, Dallas, San Antonio and nationwide
215 Rock Prairie Road
College Station, Texas 77845
(979) 693-3907