Paragon Retirement Planning, Inc.

Overview

Paragon Retirement Planning, Inc. is an independent registered investment adviser organized as a corporation and owned by an individual. The firm focuses on serving individual and family clients and acts as a capital allocator within those relationships. Its advisory services center on financial planning and selecting other advisers for clients, and it also operates as an insurance broker. Compensation is delivered through a mix of AUM-based fees and fixed fees. Paragon does not identify as an active ESG investor and is not a multi-state adviser.

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Public Holdings

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Location & Offices