AboutParagon Financial Advisors is an independent Registered Investment Advisor (RIA) with our main office in College Station, Texas, serving clients across the United States. Founded i...
AboutParagon Financial Advisors is an independent Registered Investment Advisor (RIA) with our main office in College Station, Texas, serving clients across the United States. Founded in 2007, Paragon continues to be built on the fiduciary principal: to always act in our clients’ best interest.
Next steps to sign up for the Eldercare Financial Planner
- Contact the financial planner to schedule an initial consultation or assessment and discuss your needs and expectations. You can do this through the "connect" function on this web page.
- Verify the planner's experience and credentials in eldercare financial planning.
- Assess their fee structure and financing options.
- Request client references to gauge satisfaction.
- Collaborate on a financial planning strategy tailored to your needs.
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