Our Beliefs

We believe in being a catalyst for confidence.

As adults, we may like to claim that we toiled tirelessly on our own to achieve everything we have, but the truth is, you can’t get to the top—or anywhere in life you want to go—without someone opening a door for you. Someone took care of you, and now you have the opportunity to take care of someone else.

At The Paragon Group, we help our clients open doors for the next generation through financial security and education. Our goal is to help those who don’t have it, get it; and those who do have it, keep it. We don’t think your legacy should be a pile of bills that drags down your family—it should be a life of hope and confidence that builds them up for a brighter future. Maybe you have experienced hardships, maybe you have had to look out for yourself most of your life—but we believe in changing circumstances, not adhering to them.

You can build a better future, no matter where you started. Whether you now have a high net worth or you’re just getting the family business off the ground, you can make time for your legacy. And the good news is, you’re not alone. We’re here to give you the tools you need to create a bright future for yourself and your family. We believe that with prudent financial preparation, you can change the financial trajectory of your entire family in a single generation—your generation.