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FINANCIAL STRATEGIES DESIGNED TO LAST A LIFETIME

At Paragon Financial Group, we are your trusted partner to help simplify financial complexities and create a lasting legacy

Our Process
Our History
Our Values
Our Process


Our History


Our Values


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FINSIGHT

Click below and you'll be 5 minutes away from receiving your Financial VirtuesTM Report

FINANCIAL VIRTUES

Click below to complete a 15 minute survey and we will create your Asset-Map for you

ASSET-MAP

A Message From Rob Tarlov, CLU, ChFC, CFP®

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A Financial Roadmap Based on Your Values

Our team takes a unique and caring approach to help simplify your financial picture, allowing you to feel confident in the years ahead. With our responsive team of financial partners who truly take the time to know and guide you through each stage of your journey, we are committed to helping you create a roadmap for a secure financial future. Let us simplify your life's financial complexities with creativity and care. 

We Are Here to Be Your Guide

We Are Here to Be Your Guide

Building a secure financial foundation can be complex, so we strive to serve as your guide, both now and in the future. By taking the time to comprehend your unique financial priorities, we can provide tailored solutions that meet your needs. Each member of our team believes that establishing a strong relationship based on trust is crucial in helping you achieve your goals.

Our World Beyond Financial Planning

We see you as an extension of our family and invite you to visit our bulletin board, where we share our continuing education pursuits, community involvement, and interests beyond the realm of financial planning.

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Personal Services

Our comprehensive services cover all your personal financial planning needs,
helping make us your one-stop destination for professional assistance.


Financial
Planning

Help preserve your wealth, promote financial growth,
and use concepts to help
create streams of income 
that can help last
throughout your lifetime,
and create a legacy.

Investment Management

With extensive knowledge
of the market and
investment options, our advisors can help you
achieve their financial
goals and build a strong
investment portfolio.

Medicare
Planning

Provide valuable guidance
and expertise in navigating
the complex landscape of medicare planning to help ensure you can make
informed decisions for your healthcare and financial future.

Tax
Strategies

With our knowledge of
tax laws and regulations,
we can help you maximize deductions and minimize
tax liability, ultimately optimizing your overall
financial plan.

Explore Personal Services

Who We Serve

We maintain strategic expertise across a broad range of investor profiles

Starting Out

Starting Out

Our advisors are equipped with the expertise and resources to help guide young individuals in the early stages of their financial journey.

Building Wealth

Building Wealth

We simplify financial concepts and guide clients through investing, insurance, estate planning, and wealth preservation.

Pre-Retirees

Pre-Retirees

We help navigate today’s retirement challenges, focusing on money management and protecting your long-term financial well-being.

Retirees<br/><br/>

Retirees

Paragon Financial helps you build strategies to protect your financial independence, through retirement and beyond.

Who We Serve

Expand Your
Financial Knowledge

Enhance your financial literacy and empower yourself to make knowledgeable choices about your finances using our carefully selected resources.

Year-End Moves to Optimize Retirement Transitions

Year-End Moves to Optimize Retirement Transitions

Strategic year-end moves to help you prepare your finances and set goals for a successful transition to retirement.
What Will You Do With Your Bonus or Windfall?

What Will You Do With Your Bonus or Windfall?

This article examines one's options when receiving a work bonus or other financial windfalls.
When Special Care Is Needed: The Special Needs Trust

When Special Care Is Needed: The Special Needs Trust

A special needs trust helps care for a special needs child when you’re gone.
Building a Financially Informed Legacy

Building a Financially Informed Legacy

Financial legacies are built through education and stewardship. Prepare your family for long-term wealth decisions.

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