Paragon Advisors, Inc.

At Paragon we make it a priority to be highly attuned to client-specific needs and desires in our creation of Net Worth and other personal financial statements.  Regardless of your mix of different types of accounts (e.g. IRAs, foreign bank accounts, managed accounts), different types of investments (from Private Equity to Health Savings Accounts) and regardless of the complexity of your financial relationships with family members, we create easy-to-understand financial statements that bring together each element in your Net Worth.  

Each separate entity within your financial picture, such as any Irrevocable Trust or Charitable Foundation, can be reflected in a performance statement (indicating past & present rates of return and how these compare with major indices), in a Net Worth statement, and/or in an Asset Allocation (showing how your current allocation could be tweaked to keep your investments in line with your long-term goals).  Our reporting gives you an accurate picture of where you have been, where you are now, and of how to move forward to a strong financial future.

The micro picture of your financial situation--your daily spending, your monthly bills--is not really separate from the macro picture of your lifetime funding needs.  Today impacts tomorrow, and meaningful planning for tomorrow requires deep knowledge of who you are, financially-speaking, in the present.  This is why many of our clients request periodic Cash Flow Analysis.  Through careful examination of  movements of cash into and out of your accounts we can put together a clear picture of where your active priorities lie.  Understanding your past deployment of cash enables us to better plan for your future cash needs by tailoring your balance of investments so that you can rest assured that adequate amounts of cash will be available to support your lifestyle into the future.