What you’ll get with your Personalized Planning & Advice
Professionally managed account
We’ll suggest an investment strategy for your 403(b) and Life Insurance, manage your account, and make adjustments along the way to help keep your retirement strategy on track.
1-on-1 retirement coaching
Our team of advisors will help you evaluate your financial picture and provide advice on coaching calls when you need it.
Flexible financial planning
As your life changes before retirement, we’ll work with you to help adjust your financial plan to make sure it’s in line with what’s important to you
Wondering if Personalized Planning & Advice is right for you?
Here are the types of strategies to help you grow your assets
Fixed Interest Investments
Accumulate savings at fixed rate of interest set by the bank or the company holding your money and have a guaranteed minimum interest rate that will be earned.
Life Insurance
The Equity Index Strategy
ONE VISION. ONE SOLUTION. ONE AGENCY
As the founder of Dragon Financial Services, Patrick Dragon started the agency with the mission of empowering individuals in the public-school systems to navigate toward retirement, without the stress of potential financial loss. Patrick has provided the passion for excellence and the visionary leadership to make Dragon Financial one of the highest producing agencies in the public school system space for vendors such as National Life Group and Great American.
Start Investing Toward Your Future
We would love the opportunity to be your trusted advisor. Get in touch with us today to get started!