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Welcome to Paragon Financial Services. We are a boutique firm that focuses on providing the highest level of service to our clients. Our goal is to help simplify and enrich your life. We have extensive experience providing personal financial planning, asset management, and tax services to individuals and their families. We’ll help you manage and preserve your wealth in accordance with your personal financial goals.

If you’re not currently acquainted with our firm, we’ve established this website as a way for you to get to know us and understand how we can help you get to that point where you don’t have to worry about whether your money is doing right by you.

We appreciate your interest in Paragon Financial Services and sincerely look forward to serving you.

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Medicare Basics You Need to Know: When should you enroll in Medicare? What plan should you choose? Here are some guidelines.

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Last Updated: 09/18/17

Michael Takayama

It is with our deepest sorrow that we inform you of the passing of our beloved friend and colleague, Michael Takayama, on June 21, 2016 of an unexpected heart attack.

Michael was such an extraordinary person who was highly regarded by everyone. He always had a smile on his face, and most would say it was contagious. His attributes were many; he was kind, honest, generous, humble and admired by all. This is truly a great loss to Paragon Financial Services and to our community as a whole. Michael will be profoundly missed by everyone whose lives he touched, which were many. We feel fortunate for the opportunity that we’ve had to be a part of Michael’s Paragon family. We will always hold on to those memories and remember him with a smile on our face. The links below are some highlights of Michael’s many accomplishments.

A private funeral (due to space limitations) for family and close friends is scheduled for 11AM on July 8th at the Placer Buddhist Church with a reception to follow. On Saturday, July 9th at 11AM, all are welcomed to join the Celebration of Life at Adventure Church, 6401 Stanford Ranch Rd., Roseville, CA. In lieu of flowers, the family requests donations to the Michael "Tako" Takayama Memorial Scholarship Fund. Checks can be written to Del Oro High School, 3301 Taylor Rd., Loomis, CA 95650.

This communication strictly intended for individuals residing in the states of AK,AR,AZ,CA,CO,FL,GA,IA,ID,MO,NV,NY,OR,TX,WA. No offers may be made or accepted from any resident outside these states due to various state regulations and registration requirements regarding investment products and services.
Investments are not FDIC- or NCUA-insured, are not guaranteed by a bank/financial institution, and are subject to risks, including possible loss of the principal invested.
Securities and advisory services offered through Commonwealth Financial Network®.
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