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Advisor Services

  • Financial Planning
    • -Estate Planning
    • -Comprehensive Financial Planning
    • -Retirement Planning
  • Portfolio Management
    • -Individuals and/or Small Businesses


Funds Used With Clients

There are no funds listed for this advisor at this time.

Firm Client types

There is no client type data to display at this time.



No timeline events available.
Employer Years Dates
Paragon Wealth Strategies LLC 11 years, 9 months Jun 2008 - Present

Designations & Memberships

  • Financial Planning Association
    Financial Planning Association
    The Financial Planning Association (FPA®) is the largest membership organization for personal financial planning experts in the U.S. and includes professionals from all backgrounds and business models. We help connect thousands of consumers to competent and ethical planners who uphold the FPA Standard of Care.
  • National Association of Personal Financial Advisors
    National Association of Personal Financial Advisors
    NAPFA, the National Association of Personal Financial Advisors, is the nation’s leading organization dedicated to the advancement of Fee-Only comprehensive financial planning. Consumers and the media look to NAPFA for access to financial advisors who meet the highest standards for professional competency, comprehensive financial planning and Fee-Only compensation.
  • Certified Financial Planner
    Certified Financial Planner
    A standard certification for advisors, designees are exposed to nearly 100 topics on integrated financial planning. Major topics include, but not limited to: insurance, employee benefits, securities, state and federal tax, estate tax and planning, asset protection, etc.
  • Chartered Advisor for Senior Living
    Chartered Advisor for Senior Living
    Designees are knowledgeable of the unique needs of older clients including the financial, psychological, and sociological issues surrounding the senior community.

Articles and Answers

Insights by Michelle Ash

Eight Steps for Widows to Financial Well-Being
Published 2012-04-11 10:51:28
Surviving Divorce Financially
Published 2012-03-21 06:54:26
    *Articles are published by advisors without compensation.


    Ask a financial questionAsk a question
    If I retire in '14 at age 55 and roll the lump sum pension into my 401k will I need to pay 10% penalty on withdrawals?
    Hi Bob, Good question! Perhaps you've picked up on a rule that gives you a way around the normal 10% penalty that typically applies when you make withdrawals prior to age 59-1/2. If you make your transaction as you've indicated: 1) roll over lump sum to 401(k), 2) retire and LEAVE 401(k) where i...  (more)
    Answered Sep 2013
    Employee has passed away and i am the beneficiary, how do i go about checking on any money he or beneficiaries are due?
    Hi William, I'm so sorry for your loss. Your question seems to indicate that you may be referring to monies the employee was due from the employer - for example from a group life insurance policy, accident policy, worker's comp benefits, health benefits, 401(k), pension plan, etc. For information...  (more)
    Answered Sep 2013
    From a tax perspective, what is the difference between a 401K and an IRA account?
    Hi William,Another difference not yet mentioned has to do with when you can make penalty-free withdrawals from each type of account. From an IRA, except for certain exceptions, you cannot make penalty-free withdrawals until age 59-1/2. The exceptions include incidents of death, disability, divor...  (more)
    Answered Mar 2014
    I have a roll over IRA from my employer.
    Hi Stephen,I'm going to overview a point from your original question that hasn't yet been answered, then I'm going to address the follow on question you asked to both of the earlier respondents, that hasn't been answered yet.Regarding the rollover and whether you can contribute to the current IRA ...  (more)
    Answered Feb 2014
    How do I find my 401k I had with susquehanna pfaltzgraff from the 80's?
    Hi there, plans like this one require a little bit of detective work. It appears from a brief perusal of results on Google from looking up 'Susquehanna Pfaltzgraff', that the company is still in business. In fact, it appears it's a major holding company. I took things a step further and attempte...  (more)
    Answered May 2014
    My husband turned 55 in Feb. Pension balance $44,000. Is there Penalty and Taxes?
    Hi Sadie, Larry's answer is absolutely correct and provides a good overview of your pension decision. I had one other thought that occurred to me as I read your question, that I wanted to share with you. You may want to consider getting some financial planning to help you forecast your future pla...  (more)
    Answered Mar 2014
    How long does it take me to receive my pension after leaving my job?
    Hi Brian, Generally the length of time it takes to receive your pension depends on the company you work for and the pension elections you have made. Companies can set many different rules on their pension, so there's not necessarily a definitive answer for everyone. Also, the elections you make ...  (more)
    Answered Sep 2013
      *Answers are submitted by advisors without compensation.

      Licenses & Conducts

      U.S. Securities and Exchange Commission
      • license status
      • disclosures
      • as of date
        Jan 16, 2020
      • license status
        Not registered
      • disclosures
      • as of date
        Jun 7, 2018
      Review the status and details of the disclosures noted above using the SEC's Investment Advisor Public Disclosure website:


      Paragon Wealth Strategies, LLC.

      Last updated on Feb. 25, 2019
        • $313.4M
          Total Assets Under Management
        • $0
          Total Assets Under Advisement
        • 189
          number of clients
        • $1.7M
          Estimated Average Account Balance Per Client


      Fee Only Advisor
      This advisor has certified that they are compensated soley by their clients, and do not accept commisions or compensation of any kind based on the products they recommend.

      Types of Compensation Arrangements

      • Percentage Of Assets