“As our financial needs evolved beyond what a mutual fund investment advisor could provide, we undertook a thorough search for a fiduciary advisor who could guide us through the complexities of retirement planning. Our objective was to find someone not only proficient in investment advice but also capable of delivering comprehensive analysis and review of our entire retirement package. This included evaluating pensions, investments, tax planning, estate planning, insurance, and rigorously stress-testing our plan for success.
Our search led us to Paragon and Stephen McGee. Stephen’s extensive knowledge of the markets and his broad expertise in retirement planning stood out immediately. His ability to respond rapidly—often on the same day—to our questions and concerns, coupled with his meticulous attention to detail, gave us confidence in his capability. These qualities made selecting Stephen and Paragon a straightforward decision as we prepared for the next stage of our financial journey and retirement. We joined Paragon at the onset of the COVID-19 pandemic, a time marked by significant market volatility. Stephen and the Paragon team navigated these challenges with skill, ensuring our account consistently performed above the market average. Their approach helped us weather uncertain times with greater peace of mind.
Stephen is part of a talented group at Paragon, which includes highly skilled and intelligent professionals such as Mandy, Sergio, Isabella, and many others. The firm is committed to hiring only the best, ensuring that clients benefit from a collective wealth of knowledge and experience.
In addition to their team of highly trained professionals, Paragon leverages a network of top-tier industry experts in insurance, legal, and accounting services. These connections enable clients to access specialized assistance necessary for completing critical financial planning tasks. By working collaboratively with these professionals, Paragon ensures that every aspect of a client’s financial plan is addressed thoroughly and effectively, contributing to the overall success of the retirement planning process.
Based on our experience, we highly recommend Stephen McGee, both as an individual and as a Fiduciary Investment and Retirement Planning Advisor. His expertise and commitment have been invaluable in helping us achieve our financial goals.“
Financial Planners
“As our financial needs evolved beyond what a mutual fund investment advisor could provide, we undertook a thorough search for a fiduciary advisor who could guide us through the complexities of retirement planning. Our objective was to find someone not only proficient in investment advice but also capable of delivering comprehensive analysis and review of our entire retirement package. This included evaluating pensions, investments, tax planning, estate planning, insurance, and rigorously stress-testing our plan for success.
Our search led us to Paragon and Stephen McGee. Stephen’s extensive knowledge of the markets and his broad expertise in retirement planning stood out immediately. His ability to respond rapidly—often on the same day—to our questions and concerns, coupled with his meticulous attention to detail, gave us confidence in his capability. These qualities made selecting Stephen and Paragon a straightforward decision as we prepared for the next stage of our financial journey and retirement.
We joined Paragon at the onset of the COVID-19 pandemic, a time marked by significant market volatility. Stephen and the Paragon team navigated these challenges with skill, ensuring our account consistently performed above the market average. Their approach helped us weather uncertain times with greater peace of mind.
Stephen is part of a talented group at Paragon, which includes highly skilled and intelligent professionals such as Mandy, Sergio, Isabella, and many others. The firm is committed to hiring only the best, ensuring that clients benefit from a collective wealth of knowledge and experience.
In addition to their team of highly trained professionals, Paragon leverages a network of top-tier industry experts in insurance, legal, and accounting services. These connections enable clients to access specialized assistance necessary for completing critical financial planning tasks. By working collaboratively with these professionals, Paragon ensures that every aspect of a client’s financial plan is addressed thoroughly and effectively, contributing to the overall success of the retirement planning process.
Based on our experience, we highly recommend Stephen McGee, both as an individual and as a Fiduciary Investment and Retirement Planning Advisor. His expertise and commitment have been invaluable in helping us achieve our financial goals.“