Grow Your Business with More Options
Have a prospect with diverse tax planning and retirement needs? Or, looking to streamline your business while you take on more clients to grow your business? We’ve got you covered.
Become a proactive Tax Planner when you focus on marketing, education, and sales. In doing so, you’ll be able to provide another level of service to your clients.
Your Team for Success
Tap into the Paragon system to grow and streamline your business. You’ll be able to see more clients and prospects by allowing us to be your virtual back-office tax team.
The Paragon Advanced Sales Team includes:
- Investment advisor representatives
- Registered reps
- Estate and tax attorneys
All of these licensed professionals will collaborate to create a Tax-Smart 2nd Opinion for your client.
We then meet with you and your client to present the personalized plan from a tax-smart perspective. This approach serves as the backbone that Paragon built for you to deliver proactive, tax-smart solutions to your clients.
Have an immediate need?
Call us at (844) 952-7279, choose Option 2, and then Option 1.