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Training and Support for the Tax-focused Financial Advisor

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  • WHO WE ARE
    • The Paragon Way
  • HOW WE CAN HELP
    • Tax Franchise Model
    • Federal Marketing Program
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    • Merchant Services
    • Estate Planning Program
    • Workshop Packages
    • CPE Offering
  • RESOURCES
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Federal Marketing Program

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Tap Into the Federal Market with Our Certified Benefits Consultants

At Paragon, 3 of our advisors hold the highly esteemed Chartered Federal Employee Benefits Consultant℠ (ChFEBC℠) credentials. These advisors understand the nuances of the federal market, from pain points to areas of caution.

We offer:

  • Federal workshops
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  • Back-office support to prepare reports

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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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