About My Practice
PARAGON: Helping successful individuals and families make work... OPTIONAL!
Perhaps you dream of retiring and filling your days with golf, family, church, or other pursuits.
Maybe you have already made the leap into retirement. Wherever you are on The Retirement Continuum, one thing remains constant: Successful retirement requires effective management of your financial affairs. Most people wish to retire only once; this requires that you do it right - the first time!
PARAGON is comprised of experienced CERTIFIED FINANCIAL PLANNER™ professionals, each highly experienced at helping successful individuals and families make the sound decisions necessary to achieve - and then successfully live - their retirement dreams.
Please visit our website at http://www.WealthGuards.com to explore how we can help you.
Michelle Ash, Managing Partner and Chief Operations Officer of PARAGON Wealth Strategies, LLC., is a CERTIFIED FINANCIAL PLANNER™ professional and specializes in retirement planning, comprehensive wealth management, tax planning, and pension valuation calculations.
Michelle helps clients in or nearing retirement to ensure their assets and their planning are structured to provide them comfort and success through a holistic approach to financial planning. She believes that the better she can help a client to mesh their life dreams with their finances, the more successful and fulfilling their retirement journey will be. Michelle's skills as a Chartered Advisor for Senior Living® also assist her in incorporating important issues including health care and Medicare planning, and various contingency issues life throws at us, into a client's financial plan for long-term success.
When she is not working with clients, Michelle conducts educational courses on retirement planning through the University of North Florida's LearnJax program. She has also served as an Adjunct Professor with Florida State College at Jacksonville, teaching courses on various financial matters.
Michelle is a 1995 graduate from the University of Louisville in Kentucky, receiving Magna Cum Laude accolades. She began her career in financial planning in 1998 and obtained her CFP™ certification in 2005. She is also a member of the Financial Planning Association and the Society of Financial Service Professionals.
Registrations, Licenses, Certifications & Affiliations
Securities Registrations or Exam Qualifications
Designations & Certifications
- CERTIFIED FINANCIAL PLANNER™ (CFP®)
- Other - Chartered Advisor for Senior Living (CASL)
I will provide a free initial consultation to prospective clients so we may determine if their needs and my practice are well-matched.
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