Executives
Your biggest risk isn't the market. It's owning too much of the company that signs your paycheck. Diversify before the vest, not after.
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Shaun Williams
CFP®, CFA®
Paragon Capital Management999 18th St, Ste 1401, Denver, CO 80202-2414
Languages: English
My Approach
Financial planning isn't one-size-fits-all. I specialize in helping individuals and families navigate the complex financial crossroads of life, focusing heavily on these unique groups and the major moments that define their journeys.
The Clients I Serve
Retirees or Seniors
The goal isn't the biggest balance. It's spending well while you're healthy, with a tax and withdrawal plan that still protects you at 90.
Women & Female Leaders
A longer life is the planning fact that matters most, and it argues for more growth, not less. Playing it safe is its own kind of risk.
Major Milestones I Specialize In
Early Retirement or Financial Independence
The 4% rule was built for a 30-year retirement. Yours may run 50. That gap is the whole planning problem, and it's solvable, not fatal.
Retirement Planning
Accumulating is one job. Living off it is another. Give every dollar a purpose and a time horizon, so volatility stops setting your budget.
Sudden Wealth or Inheritance
Waiting isn't the same as doing nothing. Hold off on the lifestyle changes, but give every dollar a job and get it invested for purpose.
Our 7 Steps to Financial Planning
Certified Financial Planners have a proven blueprint for success—but your planner builds it entirely around you.
Summarized from the CFP® Board's Practice Standards. cfp.net
My Process
We believe that a solid retirement plan is the foundation of financial success and security. That's why we have developed an approach that focuses on four key steps: Vision, Feasibility, Resilience, and Optimization. Once your plan is established, we offer continued management and updates as your life and family evolve. Our approach involves periodic reports to inform you about your investment performance, tax standing, and asset positioning. Through quarterly updates and regular meetings with you, we can ensure that small problems are anticipated and corrected before the risk becomes too great. We also coordinate with your other professionals such as your accountant and estate attorney to assist with creating the best possible outcomes.
Disclosures
This material is provided for informational purposes only and does not constitute investment, tax, or legal advice. It is not a recommendation or solicitation to buy or sell any security, insurance product, or investment strategy. Past performance does not guarantee future results. All investing involves risk, including the possible loss of principal. Tax and legal matters are outside the scope of this engagement; consult your attorney, accountant, and other qualified professionals before making financial decisions. Additional information about this financial professional, including registration status and disciplinary history, is available through FINRA BrokerCheck and the SEC Investment Adviser Public Disclosure website.