Bringing Your Tomorrow Into Focus.

Planning for the future can be daunting.  Our hope is to change that perception by educating and informing our clients in a way that eliminates the stress and gives our clients peace of mind, knowing that their financial future is on the right track. 

Why We Do, What We Do.

Two people with a common goal can be powerful.  But a team of people with a common goal and purpose can create a movement.  That’s what we are about.  Creating a movement where qualified and forward-thinking retirement specialists take time to get to know the needs of their clients.  Who care enough to listen and provide guidance in a direction that will best achieve the goals of their clients.  We are about building relationships that last a lifetime.  Whether equipping our clients with a plan for a dignified retirement or helping them protect their loved ones by way of life insurance. We look forward to the privilege of serving each and every client.

One Vision. One Solution. One Agency

Patrick Dragon

President/Owner

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.   

Patrick has 14 years of hands-on experience in the public school system market and has cultivated a personal portfolio of over 1,500 clients. 

Get Connected With One Of Our Specialists

Not sure where to start?  How about right here!  One of our experienced retirement specialists will be happy to speak with you! 

Join Our Team

Why Dragon Financial Services? We position our agents to succeed.

 

  • Manage your own schedule
  • Career support
  • Upward mobility
  • Never-ending access to leads within the marketplace

Our Social Life

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Life insurance plan is meant for tax saving!

Usually, most policyholders invest in life insurance plan considering it only as a tax saving option. On the contradictory, the primary objective of life insurance policy is to offer a financial safety net to the insured and his/her family whereas the tax-saving is an additional benefit that comes along as cherry-on-the-cake.
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#schoollife #investment #goals #retirementplanner #success #money #business #invest #wealth #life #teachersoinstagram #teacher #retirementgoals #retirement #teachertalk #lifeinsurance #school #motivation #schooldays #teachersrock #schoolsupplies #retirementdream #care #financialfreedom #insurance #teacherappreciation #schoolyear #principalsfollowteachers #investing #artteachersofinstagram
Here's to adjusting your sails ⛵ 🍾 Have a great weekend!

#bringtomorrowintofocus #leadership #takingcareofteachers
Two people with a common goal can be powerful! 

We are about building relationships that last a lifetime.  Whether equipping our clients with a plan for a dignified retirement or helping them protect their loved ones by way of life insurance. We look forward to the privilege of serving each and every client.
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#schoollife #investment #goals #retirementplanner #success #money #business #invest #wealth #life #teachersoinstagram #teacher #retirementgoals #retirement #teachertalk #lifeinsurance #school #motivation #schooldays #teachersrock #schoolsupplies #retirementdream #care #financialfreedom #insurance #teacherappreciation #schoolyear #principalsfollowteachers #investing #artteachersofinstagram
#DidYouKnow: After a 30 plus year career you can expect roughly a lump sum of 45 to 55% of your average final compensation, depending on your particular state’s defined plan.
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#schoollife #investment #goals #retirementplanner #success #money #business #invest #wealth #life #teachersoinstagram #teacher #retirementgoals #retirement #teachertalk #lifeinsurance #school #motivation #schooldays #teachersrock #schoolsupplies #retirementdream #care #financialfreedom #insurance #teacherappreciation #schoolyear #principalsfollowteachers #investing #artteachersofinstagram
“As teachers head back into their classrooms for yet another pandemic school year, many feel a foreboding sense of déjà vu.
Most teachers are now vaccinated against COVID-19, a major distinction from the last school year. But children younger than 12 are still ineligible for the vaccine.”

Read the full article here: https://bit.ly/3ySKcV1
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#schoollife #investment #goals #retirementplanner #success #money #business #invest #wealth #life #teachersoinstagram #teacher #retirementgoals #retirement #teachertalk #lifeinsurance #school #motivation #schooldays #teachersrock #schoolsupplies #retirementdream #care #financialfreedom #insurance #teacherappreciation #schoolyear #principalsfollowteachers #investing #artteachersofinstagram
#DidYouKnow: After a 30 plus year career you can expect roughly a lump sum of 45 to 55% of your average final compensation, depending on your particular state’s defined plan.
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#schoollife #investment #goals #retirementplanner #success #money #business #invest #wealth #life #teachersoinstagram #teacher #retirementgoals #retirement #teachertalk #lifeinsurance #school #motivation #schooldays #teachersrock #schoolsupplies #retirementdream #care #financialfreedom #insurance #teacherappreciation #schoolyear #principalsfollowteachers #investing #artteachersofinstagram
If your employer sponsors a 403b plan, you’ll get valuable benefits for retirement savings.

•Tax-deferred Investment earnings.
•Ability to reduce your taxable income.
•Catch-up contributions.
•Investment options you can control.
•Employee access to their accounts when they have a distributable event on the plan.
•Portability. 
•Eligible for withdrawals at age 55.
•In-service loan and hardship access.
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#schoollife #investment #goals #retirementplanner #success #money #business #invest #wealth #life #teachersoinstagram #teacher #retirementgoals #retirement #teachertalk #lifeinsurance #school #motivation #schooldays #teachersrock #schoolsupplies #retirementdream #care #financialfreedom #insurance #teacherappreciation #schoolyear #principalsfollowteachers #investing #artteachersofinstagram
Welcome back to school teachers and administrators; custodial and dining services; bus drivers and crossing guards; and all those who work to inspire and educate our children. Thank you for showing up -- every day.  May this school year be your best year!  #bringtomorrowintofocus #welcomebacktoschool #weloveourschools #weloveourteachers
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