We are thrilled to announce that our own Phil Rosenau of Paragon Wealth Management has been recognized by AdvisorHub in their prestigious “Advisors to Watch: 1000 Next Gen” list for 2024. This accolade highlights 1000 advisors under the age of 45 who have demonstrated exceptional growth, professionalism, and a sophisticated approach to financial planning. Being part of this esteemed group reflects our unwavering dedication to our clients and our commitment to excellence in financial advisory services.
How We Work: Tailored Financial Solutions
At Paragon Wealth, we understand that navigating the myriad of financial products available can be overwhelming. Our independent financial services team offers knowledgeable advice to help you make informed decisions that align with your long-term and short-term goals. With full access to a wide range of financial products, we provide the flexibility needed to create a customized strategy that works best for you.
Our Services
Investments
We believe that investments are the cornerstone of financial preparedness. Our team works closely with you to set attainable goals and build a strategically managed investment portfolio aimed at helping you pursue those milestones confidently.
Retirement Planning
It’s never too early to start planning for retirement. We leverage our skills to help you define your retirement objectives, assess your needs, and create a comprehensive plan so you can enjoy a comfortable retirement.
Education Funding
Providing for your children’s education is a priority for many of our clients. We offer individualized solutions so your children have the resources they need to succeed academically.
Estate Planning
Leave a lasting legacy with our thorough estate planning services. We assist you in evaluating gift-giving strategies, trust options, and crafting a detailed plan that helps you progress toward your family’s ideal future.
Debt Analysis & Spending Strategies
A solid financial plan requires effective debt management and targeted spending. We conduct comprehensive debt analyses and develop spending strategies to help you use your money as a tool for shaping your future.
Insurance
A critical component of financial stability, our professionals conduct detailed policy analyses, identify your insurance needs, and confirm you have the right protection in place.
Income Tax Reduction Strategies
Maximizing your tax benefits is essential. Our team analyzes your financial documents to identify strategies that help manage your contributions and seek to reduce your tax burden.
Group Healthcare & Retirement Options
Navigating employee benefits can be complex. We guide you through healthcare and group retirement options to keep your team healthy and on firm financial ground.
Long-Term Care & Disability Cost Analysis
Safeguarding your financial independence from the impact of injury is crucial. We offer guidance on long-term care and disability coverage options so you can focus on doing what you love without worrying about the “what-ifs.”
Dedicated to Serving Women During Life’s Transitions
At Paragon Wealth Management, we are particularly committed to supporting women experiencing major life transitions, such as widowhood or divorce. These events can be emotionally and financially challenging, and our compassionate, professional team is here to provide the guidance and support needed during these times. We partner with our clients to develop strategies that address their unique circumstances, empowering them to navigate their new financial realities with confidence and clarity.
Continuing to Serve With Excellence
Being named to the 2024 “Advisors to Watch: 1000 Next Gen” list is a testament to Phil’s and Paragon’s dedication to client service and our innovative approach to financial advisory. We look forward to continuing to serve our clients with the excellence and professionalism that earned us this honor. Thank you for trusting Paragon Wealth with your financial journey.
To schedule a meeting, call (215) 543-6576 or email phil@paragon-wealth.com.