My team at Paragon Capital Partners specializes in Longevity and Legacy Planning for our valued clients. We are living in a new world, where “retirement” often lasts decades and individuals cannot rely on traditional pensions and social security to help them live the life they want. We help our clients with the 3 P’s: PROTECT, PROVIDE, PERPETUATE.
Ultimately, our clients want to take care of their families, provide for themselves in retirement and perpetuate their legacy (both assets and values). We put them in their CERTAINTY ZONE where they know they will not outlive their money and that what’s left over goes to who they want, when they want, and how they want…and as efficiently as possible.
We often work with ultra high net worth families and their key advisors, but also enjoy assisting more typical families who have worked hard for decades and want to enjoy life. Through over 30 years of experience, I have learned that each individual and family have their own unique circumstance. We work to protect and increase the “value” of our clients assets, but also to ensure that their “values” are honored and passed onto future generations.
I work with clients in many states, but continue to call Southern California home. My wife of 25 years and I adore our 4 children (and 2 long haired Chihuahuas!) and cherish our time with family and friends.
LICENSES & ACCREDITATIONS
- Chartered Financial Analyst® (CFA)
- Investment Advisor Representative
- Insurance Advisor
AREAS OF EXPERTISE
- Longevity Planning
- Succession Planning
- Estate Preservation
- Legacy Planning
- Values/Virtue Transfer