Paragon Retirement Planning
Company

Paragon Retirement Planning

Financial Services Troy, Michigan, United States 7 employees
Employees
7
Contacts
1
Emails
1

Paragon Retirement Planning Overview

Headquarters
Troy, Michigan, United States
Website
paragonrp.com
Industry
Financial Services
Employees
7
Founded
2015
NAICS
Finance and Insurance
Monetary Authorities-Central Bank

About Paragon Retirement Planning

Understanding how much is enough when it comes to your retirement is key to your family's future and your peace of mind. Paragon Retirement Planning is a family-first, independent financial advisory & fiduciary firm based in North West Detroit, dedicated to helping you answer this question. At Paragon, we believe the most critical element to a successful retirement is your ability to have Income for life. Our goal-based financial planning process is designed to help you secure the income you need to have the retirement you dream of. One of those goals is for you to stay retired even during the inevitable market fluctuations that are common to our financial markets. Through strategic partnerships, we also have access to proprietary investment strategies we call Private Wealth Strategies. These strategies are designed to address your objectives and needs. When put together in a portfolio, the goal is to create a profile that is growth-oriented while protecting against risk during periods of market fluctuation. Our mission is to create a written retirement financial plan that provides income for life and builds your wealth so that you can accomplish all your goals and achieve your highest values.

Paragon Retirement Planning Contact Details

People in AeroLeads
4
With contact data
1
Email contacts
1
25.0% coverage

Paragon Retirement Planning Org Chart

Sample employees and titles
Name Title Contact
Adam Alderton Financial Paraplanner at Paragon
Email
Patty Kelly Client Relationship Manager at Paragon
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Tracey Stavale COO @ Paragon Retirement Planning, Inc
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Peter Labrash Wealth Manager
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Employees by Management Level

Manager 2 profiles
Executive 1 profile
Individual contributor 1 profile

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