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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Whether you're just starting your teaching career or if it's in full swing, financial security is important.

Check out Financial Planning for Teachers: 10 Tips I Wish I Knew:
https://rb.gy/pwz4mf
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Your job as an educator is important. You educate and inspire our nation's youth to become the best versions of themselves to ensure a bright future. But, what are you doing to make sure your future is secure once you retire?

There are three strategies you should consider to help you grow your assets:

✔ FIXED INTEREST INVESTMENTS
✔ MARKET INVESTMENTS
✔ THE EQUITY INDEX STRATEGY

Visit our website to learn more: https://rb.gy/kx84br

Then schedule a FREE consultation with your leading financial advisors for educators: https://linktr.ee/dragonfinancial
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Are you a homeowner aged 62 or older? 
You might qualify for a reverse mortgage.

A reverse mortgage is a loan available to a homeowner 62 or older who may be eligible to borrow against the equity in his or her home. 

Generally, with a reverse mortgage, you receive money from a lender while you stay in your home. 

You don’t have to pay the money back for as long as you live there and keep the property in good repair, but the loan must be repaid when you sell your home, die, or move to a different primary residence.

Schedule a consultation: https://rb.gy/azcgwt
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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 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. 

ONE VISION. ONE SOLUTION. ONE AGENCY

Partner with Dragon Financial: https://dragon-financial.com
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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 a K-12 employee, your employer (school, city, parish or county) sends money to the state on your behalf. 

The state repays this money to the employee upon qualified retirement or severance of employment. 

The funds are repaid to you; the employee, in the form of a pension, a lump sum, or a partial lump-sum depending on your state's defined benefits plan. 

Learn about the difference between a 403(b) Plan and 457(b) Plan:
https://rb.gy/haxk6u
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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
It certainly is a challenge to figure out how much to save for retirement 25 years in advance.

It's really difficult to say where and how you'll be living in 20 or 30 years.

Dragon Financial will help you plan your financial future.

We would love the opportunity to be your trusted advisor. Get in touch with us today to get started!

☎(407) 636-8504
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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
Planning for the future can be daunting. We hope 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. 
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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
Dragon Financial Services: Working to guide you to a better financial future.

REQUEST YOUR FREE CONSULTATION
Retirement Planning • Financial Planning • Wealth-Building

☎(407) 636-8504 
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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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