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GET CAREFULL WITH FINANCIAL SAFETY SERVICES

Guard Your Money, Credit and Identity

Guard Your Money, Credit and Identity

We offer Carefull, comprehensive financial protection, helping safeguard against external threats and simple money mistakes, to each of our clients at no cost. With $1 million in identity theft insurance, you can trust in our all-in-one solution.

What Carefull Does

Carefull watches “carefully” to catch potential problems before they become significant financial issues. From investment and bank accounts to credit cards, passwords, and important documents, our eyes stay on your finances and personal information so you have a sense of comfort.

Credit and internet-based defense services like address, passport, phone, license and other information susceptible to leaks.

24/7 account monitoring with AI alerts for scams, fraud, and money mishaps.

$1 million of white glove-assisted identity theft insurance.

A proprietary digital safekeeping system - for the protection of passwords, documents, and secure sharing.

A hand-picked financial resource hub with resources on scams, taxes, estate planning, and other financial subjects.

Safe sharing of financial information through a smart, trusted contacts system offering view-only sharing.

Learn How to Get Carefull with Your Finances with Paragon

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How it works

Carefull watches “carefully” to catch potential problems before they become significant financial issues. From investment and bank accounts to credit cards, passwords, and important documents, our eyes stay on your finances and personal information so you have peace of mind.

Quick 5-Minute Setup

Choosing the protections you want is as easy as creating an account with your details and accounts you want to protect.

Carefull Technology Takes Over

Our sophisticated technology learns your financial patterns so we can identify anything that looks out of the ordinary. We stay ahead of the latest scams and are always updating our protections. 

Help You Take Action

If Carefull identifies any potentially suspicious activity, we will promptly notify you and assist you with the necessary next steps.

Carefull is SOC 2 certified and our security practices are independently audited.

Carefull is SOC 2 certified and our security practices are independently audited.

Carefull is the first financial caregiving service of its kind to receive SOC 2 verification. The SOC 2 Report provides assurances about the effectiveness of our security controls as it relates to security, service availability, processing integrity, confidentiality and privacy. The SOC 2 audit is completed by an independent CPA firm and our report shows an unqualified (clean) opinion, with zero exceptions identified. To request a copy of Carefull’s SOC 2 report, contact care@getcarefull.com

Your Security Is Our Top Priority

Your Security Is Our Top Priority

At Paragon Financial Group we understand the importance of safeguarding your hard-earned money and investments, and we take this responsibility seriously. We work diligently to provide comprehensive solutions to provide peace of mind for you and your loved ones. With Carefull insurance, you can trust that your financial future is in good hands.

Start Guarding Your Money, Credit and Identity Today

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Who We Work With

We work closely with diverse clients, including individuals, families, and retirees, to help them achieve their financial goals and secure a stable future.

Who We Work With

Our Approach

Our unwavering integrity and personalized approach, along with our reliable track record of helping achieve success, allows us to foster strong relationships built on trust that last a lifetime.

Our Approach

Our Team

Our team takes a proactive approach to help you develop a strategy to address your financial goals and objectives using the most efficient methods available.

Meet the Team