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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Are you on track for retirement?

Our retirement planning calculators can help you test your assumptions about the future.

Are you retirement-ready? Find out:
 https://rb.gy/epgkvv
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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
In its simplest form, life insurance is a promise between an insurance company and you, the policy owner. 

If you pay a certain amount of money (premium) to the insurance company, the insurance company will pay a certain amount of money (death benefit) to the person (beneficiary) you tell us when the person whose life is being insured dies.  

Learn more ---> https://rb.gy/ayqxpr  
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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
Thanks, @RobynHatfield for sharing your expertise with our team!

#emailmarketing #marketingguide #socialmedia
Asset accumulation is when you want to start saving for the future, there are three strategies with multiple options and vehicles within each one of the strategies. 

Meet with one of our agents today to figure out which strategy fits your needs. 

Learn more ---> https://rb.gy/kx84br
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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
Through our partnership with Capital Loan Associates are committed to working with you to find the right mortgage product or payment. 

We understand that every borrower is a little different, and that is why they offer a variety of products to meet your individual needs. 

We can refinance, purchase, or reverse mortgage.
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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
USING AN SPDA TO HELP MEET YOUR SAVINGS GOALS

A shocking 40% of Americans don’t have enough on‐hand cash to cover an unexpected $400 expense.

SPDAs are designed to put a one‐time payment right to work to help grow a retirement savings strategy and eventually provide an income stream for life.

Learn more ---> https://dragon-financial.com/using-an-spda-to-help-meet-your-savings-goals/
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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
Thank you Efrain (Ricky) Baez Jr., MHR, SPHR for visiting us here at Dragon Financial! What a true professional and leader. Showing how to be flexible during this time, but never lose the human touch along the way.

Thank you, Ricky,!!
https://buff.ly/2ZsGykx

#leadership #leadershipdevelopment #motivation #teamwork #motivation #bringtomorrowintofocus #dragonfinancial #leaders

IG & FB tag: @HRTalkpodcast
WE'VE GOT YOU COVERED

COVID-19 has shaken up the financial world. The stock market has plunged more than 10% and many are uncertain about its stability during this time. Some have experienced a loss in investments and retirement funds.

However, be assured that all of our clients have not lost one penny during this time. Dragon Financial has long been committed to our clients by choosing secured investments and being ready to help in any way possible. 

We are here for you. Please contact us with any questions along the way.
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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
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