Steven Pastore carries the following professional securities registration through LPL:
- Series 24 General Securities Principal
- Series 7 General Securities Representative
- Series 65 Uniform Investment Adviser
- Series 63 Uniform State Securities Agent
- Steven also carries full Life, Health, Accident and Variable Insurance Product Licensing. He is authorized to conduct Securities and Insurance business in 15 states.
Paragon Capital Proactively Serves its Private and Corporate Clients in the Following Ways:
Investment Planning and Management
Steven will construct client investment portfolios that are designed to be consistent with your time horizon, age, risk tolerance and other important financial characteristics that we will help you to identify through our interview process. Upon client approval, Steven will work proactively to manage those client portfolio investments with the goals of both long-term capital growth and, most importantly, capital preservation during periods of market declines. Each client and their financial goals are completely unique. Therefore, Steven spends significant time, attention and resources to help ensure that an investment portfolio is perpetually suited to each individual client’s financial goals and aspirations. We offer account structures that include Traditional IRA, ROTH IRA, SEP, SIMPLE, 401(k), Revocable & Irrevocable Trusts, Custodial, Estate, Joint Tenants, Variable and Whole Life Insurance, Variable and Fixed Annuities.
Securities, financial planning, and advisory services are offered through LPL Financial, A Registered Investment Advisor, Member FINRA/SIPC
Retirement Planning and Income Management
Planning for your successful retirement and managing withdrawals for income and expenses is a vitally important task. We have years of experience in helping our clients track that moving target prior to retirement. Once retired, we work tirelessly in guiding our clients along the path of retirement and helping them to reduce pitfalls that can lead to outliving both their savings and investments.
Investment Tax Planning
In cooperation with your tax professional or attorney, we can provide proactive investment tax planning that includes the development and implementation of strategies that could allow you to defer tax on investment gains while providing taxable income deductions.
401(k), SEP, SIMPLE Employer Sponsored Retirement Plans
We are experienced in the investment management, design, implementation and ongoing maintenance of all types of employer sponsored retirement plans. If you are a business owner or HR professional and have questions about how Paragon Capital could help you and your company improve all aspects of your 401(k), contact our Boulder office to schedule a complimentary consultation.
Paragon Capital works with The Private Trust Company, N.A., as well as other trust companies as appropriate, to provide trust services to our clients and their families. The trust companies provide administration, reporting, record keeping, asset safeguarding, compliance and fiduciary accountability. Although the trust company acts as trustee, Steven will serve as your primary advisor. As your LPL Financial advisor, he is fully committed to acting in your best interest and ensuring matters are conducted in a manner consistent with your long-term goals and objectives while maintaining sensitivity to your unique family needs. If you have an existing trust relationship, Paragon Capital can work with our trust company to coordinate the transfer of the fiduciary responsibilities and management of the trust assets.