With Paragon, agents can grow their business and increase premium with ease.
Get and stay in front of qualified clients and prospects using the Paragon Model. Our national network lets you better serve your clients in and near retirement. You can offer your clients these services:
At Paragon Tax Advisory Services, we educate and coordinate advisors, CPAs, and attorneys to work as a team on each client’s behalf. We’re dedicated to helping you prepare and present solutions from a tax-smart perspective.
It’s easy to say you can help advisors but at Paragon we actually do. We help you develop a better niche market, stay in front of prospects with SILLOET and enable your practice to integrate with Federal Employees daily.
Most importantly we build virtual Tax Practices that deliver results and allow advisors to dig deeper into each case.