I have been referred to a consortium of full-service professionals named Paragon (taxes, IRA-ROTH strategies, investment strategies, estate planning, trusts etc etc). Of course the initial consultations (to this point) have been no charge, but soon for more detailed services I'll need to pay expenses (based on the products/services I want to use). So far, they have been very professional and have answered all my queries (and challenges) to my satisfaction.
I've been retired for 10 years and so far have handled -everything- myself. However, having a "general contractor - one-stop-shop" available that can oversee my estate, manage my portfolio be available with a simple phone call (instead of me having to find help myself) sounds very appealing.
Has anyone worked with this group? Happy, not happy? No comments necessary on self-management vs paid help, just feedback on Paragon.
Thanks for any input.
I've been retired for 10 years and so far have handled -everything- myself. However, having a "general contractor - one-stop-shop" available that can oversee my estate, manage my portfolio be available with a simple phone call (instead of me having to find help myself) sounds very appealing.
Has anyone worked with this group? Happy, not happy? No comments necessary on self-management vs paid help, just feedback on Paragon.
Thanks for any input.