Paragon Financial Advisors

Paragon Financial Advisors Paragon Financial Advisors is a fee-only registered investment advisor firm located in College Station, TX and serving clients across the U.S.

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08/25/2026

Headlines will always come and go.

A long-term investment strategy, supported by thoughtful guidance and experienced professionals, can help you stay focused on what matters most: your financial goals.

Let’s talk about building a strategy that’s designed for the long run.

Think your Roth distributions are tax-free the moment you open it? Maybe notA Roth distribution is only tax and penalty-...
08/20/2026

Think your Roth distributions are tax-free the moment you open it? Maybe not

A Roth distribution is only tax and penalty-free once your account has been held for 5 years AND you've hit a qualifying event, like turning 59½. And the clock isn't always as simple as it seems; rollovers, conversions, and multiple accounts can each play by their own rules.

Our latest blog breaks down what actually starts the clock and the nuances every Roth investor should know.

📖 Read the full blog at https://paragon-adv.com/perspectives/

Before the year gets busy again...It's worth taking a few minutes to review the financial details that are easy to overl...
08/19/2026

Before the year gets busy again...

It's worth taking a few minutes to review the financial details that are easy to overlook. Retirement contributions, beneficiary designations, your emergency fund, estate documents, and year-end tax opportunities can all have a meaningful impact.

Not sure where to start? Our team is here to help.

08/18/2026

A financial plan should be about more than numbers. When your plan is built around your goals and values, it’s easier to stay focused through changing markets and life’s unexpected moments.

If you’re ready for a plan built around what matters most to you, we’d love to connect.

July was a month of rotation and mixed results across markets.Investors pulled back from mega-tech and AI-driven stocks ...
08/13/2026

July was a month of rotation and mixed results across markets.

Investors pulled back from mega-tech and AI-driven stocks in favor of blue-chip value, small-caps, and a broader market rally, even as an end-of-month surge helped major indexes close out mixed. Meanwhile, crude oil prices swung sharply on Middle East developments, Treasury yields hit new highs for the year, and the labor market showed signs of cooling.

Our latest market summary breaks down what drove July and what to watch heading into August.

📖 Read the full blog at https://paragon-adv.com/perspectives/

Consistency often matters more than timing.While it's natural to wonder if now is the "right" time, long-term financial ...
08/12/2026

Consistency often matters more than timing.

While it's natural to wonder if now is the "right" time, long-term financial success is often built through steady habits rather than perfectly timed decisions.

Staying committed to your plan, investing consistently, and focusing on the long term can have a greater impact than trying to predict what's next.

08/11/2026

One of the biggest investing myths is that successful investing comes down to timing the market.

More often than not, it’s about staying invested, remaining consistent, and keeping your long-term goals in focus.

What investing myth have you heard most often?

Starting a new job or heading into retirement? Don't forget about that old 401(k), 403(b), or 457(b).You generally have ...
08/06/2026

Starting a new job or heading into retirement? Don't forget about that old 401(k), 403(b), or 457(b).

You generally have four options: roll the funds into an IRA, leave them in your former employer's plan, transfer them to your new employer's plan, or withdraw the money. Each comes with different rules around fees, investment choices, and taxes, and doing a rollover the wrong way can trigger withholding or an unexpected tax bill.

Our latest blog walks through all four options and what to consider before deciding.

📖 Read the full blog at https://paragon-adv.com/perspectives/

Who says you have to wait until January for a fresh start?Life changes, goals evolve, and your financial plan should evo...
08/04/2026

Who says you have to wait until January for a fresh start?

Life changes, goals evolve, and your financial plan should evolve with them. There's no better time than now to revisit your strategy and make sure it still aligns with where you're headed.

Reach out to our team to schedule a plan review.

08/03/2026

Many financial decisions don’t happen in isolation, and your financial plan shouldn’t either.

Investments, taxes, insurance, estate planning, and retirement goals all influence one another. When those pieces work together, they can better support your long-term vision.

At Paragon, we believe the most effective financial plans are built with the whole picture in mind.

Address

College Station, TX

Opening Hours

Monday 8am - 5pm
Tuesday 8am - 5pm
Wednesday 8am - 5pm
Thursday 8am - 5pm
Friday 8am - 3pm

Telephone

+19796933907

Website

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