MEET SEAN MULLERVY
Offering a wide range of investment services, Sean Mullervy is a passionate Financial Advisor who is dedicated to helping you pursue your financial goals. Specializing in financial planning and wealth management, Sean works with clients in Fort Lauderdale, Broward County, South Florida, and beyond to design portfolios that address their individual needs. Professional service is what sets him apart from other Financial Advisors. If you need assistance growing and protecting your wealth and income, Sean Mullervy will put you and your needs first.
Comprehensive CFP® Services
Discover a suite of services designed to aid you in every facet of your financial life. From retirement planning and estate management to investment strategies, insurance coverage, tax planning, lifestyle planning, and meticulous money management, our comprehensive approach ensures that every aspect of your financial well-being is carefully tended to.
Together, our goal is to pave the way to financial resilience and prosperity, shaping a future where your aspirations become reality and your financial goals are not just met, but exceeded.
Paragon WEALTH GROUP
The definitions of paragon (noun) are: a model of perfection or excellence, and a perfect diamond of 100 carats or more.
“We are going to relentlessly chase perfection, knowing full well we will not catch it, because nothing is perfect. But we are going to relentlessly chase it, because in the process we will catch excellence.”
-Vince Lombardi
That quote is one of the many reasons Sean named his firm Paragon Wealth Group. Also, paragon has been one of his favorite words ever since he learned those definitions at his father’s junior high school.
For over a quarter century, Sean has strived for perfection in his practice, and balance his clients’ lives. In the firm’s logo, the P, W, and G morph into a diamond shape with perfect symmetry.
Education, experience, and excellence. Paragon Wealth Group.
Dollars and sense
In the book, Sean will show you how he helps investors just like you find the answers they need. He also explains that there are many differences between planning for retirement and planning in retirement, and how you need to look at the accumulation and distribution phases separately
within the context of an overall plan.
Sean will also show you that he believes the most important factor in a financial plan is expenses because it drives everything else in a plan. Expenses determine how much investors can save per month before retirement, and how much they need to withdraw per month after retirement. Learn how he can build a comprehensive plan around expenses in the present, and project potential outcomes years or decades into the future, by reading his informative book today.