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  • WHO WE ARE
    • The Paragon Way
  • HOW WE CAN HELP
    • Tax Franchise Model
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Estate Planning Program

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Protect Your Client’s Assets with Ease

An estate plan is more than a will, trust, or property your client owns.

It itemizes any asset your client wants to protect—your client’s personal property, bank account, life insurance, and much more. Plus, it details how your client wants to protect each asset.

Find out how estate planning can help your client protect what matters most.

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See how we can help you grow your business. Schedule a free 30-minute discovery call

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Free Consultation!

Looking for leads and not sure how we can help? Let’s get on a call and talk through which options would work best for your firm.

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PARAGON TEAM

Stephen Way

Angel Way

George Elias

Mike Cook

Ciara Lister, Esq.

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Tax Franchise Model

Federal Marketing Program

Advanced Planning

Virtual CFO Services

Merchant Services

Estate Planning Program

Workshop Packages

CPE Offering

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Paragon Tax Advisory 
1324 Pearl Road, Suite M-1
Brunswick, OH 44212

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