A complete list of active advisors currently associated with Paragon Retirement Planning, Inc.

Warmer can help you find a great advisor at Paragon Retirement Planning, Inc. or one who fits your needs even better.

Paragon serves individual and high‑net‑worth clients with comprehensive and single‑issue financial planning and consulting, generally requiring a $100,000 account minimum (which may be waived). The firm recommends and arranges discretionary portfolio management but does not directly execute portfolio trades for clients. Paragon’s investment approach emphasizes suitable asset allocation implemented by allocating client assets among model portfolio strategies maintained by unaffiliated sub‑advisors and third‑party investment advisers (the firm monitors objectives and selects or replaces sub‑advisors). The firm relies on market research and third‑party managers for trade execution and ongoing portfolio management while retaining responsibility for the client relationship and periodic reviews. Noteworthy features disclosed in the brochure include that the firm’s owner also acts as an independent insurance agent and sells insurance products (including fixed annuities) for separate commissions, a potential conflict the firm says it manages through disclosure and policies. Paragon may also act as a solicitor for third‑party advisers and share in their management fees, and it does not proxy vote or take custody of client assets.

To learn more about the advisors currently working at Paragon Retirement Planning, Inc., click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.