Protecting What Matters Most
Helping You Protect What Matters Most
Our responsibility doesn’t end with helping you grow your money, it also includes protecting it. At Paragon Financial, we care deeply about your overall financial well-being, which is why we provide additional safety and organization tools at no cost to our clients. These services go beyond investment guidance to help simplify, secure, and safeguard your financial life.
Your Personal Information and Document Management System
We believe that while most people are aware of the need to have their important information and documents organized, few have done so because they do not know where to start.
We have seen our clients struggle to track so many important parts of their personal and financial lives. You’re traveling and need important account information or contact numbers, your insurance card. Where is that information on the warranty you purchased on that now broken lawn mower?
We have watched family members face the stress of stepping in to manage the personal and financial lives of someone close to them who has suffered a serious health issue or who has died.
What needs to be done? Who do they contact? Where are your accounts located, and how do they access them?
You have passed, who are the people you want to be contacted before your funeral, and after the funeral? What about your pets? How do you want to be remembered? The family photos. There was a time when Grandma died and there were boxes and albums of photos passed down through generations. Where are your photos now? It's probably on your phone. Where are they stored, and how can your kids access them to continue passing them on? Where are your favorite family recipes?
We have created several easy-to-use tools that help our clients and their family members to organize and secure their most important documents and information. We provide our clients a place to record their important information and a place to store their secure documents, both the hard copies and a Secure Document Vault.
Also, an important Document Checklist, a complete guide will give you an easy way to determine:
• What documents and information needs to be saved
• Where to save them
• Who might need copies of the information or documents
• How long they need to be saved
• When to review these documents and information
Simplify and Safeguard your Finances
We understand the importance of protecting your financial well-being while valuing your privacy. That’s why access is provided to Carefull, a powerful service that monitors your accounts, bills, credit, and financial documents, to prevent fraud and costly mistakes. With Carefull, you have an extra layer of protection to give you financial confidence.
If These Are Your Questions, We Have Solutions
What if someone steals my identity?
Carefull monitors for unusual activity and immediately alerts you to potential identity theft risks.
What if I am late paying a bill?
Carefull keeps track of due dates and other information about your bills to prevent costly mistakes, like missed payments.
Are my financial documents safe?
Carefull securely encrypts your sensitive documents and account info to help prevent misuse.
Are my passwords safe?
Carefull’s secure platform detects suspicious logins and provides tools to update and protect your credentials quickly.
What Carefull Does
* 24/7 credit monitoring and protection against internet leaks of your address,
passport, phone, license, and personal information.
* $1 million of identity theft insurance with white glove support to attempt fund recovery and
covering legal expenses.
* A secure trusted contacts system for sharing essential financial information with view-only access
for collaboration.
* Bill organization system to prevent missed payments and help stay on track with payments.
* A highly secure Vault to safely store passwords, organize critical documents, and share them
securely.
* A quarterly check of your home titles and protection from address change fraud.