Want to help your friends and family pursue their goals as they are working toward their retirement years? Well, now you can.
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Connect them with a knowledgeable financial professional who can help them navigate the ups and downs of life.
For example, think about the people you know who are:
- thinking about retiring early
- concerned about running out of money
- unsure about paying for long-term care
- interested in tax-efficient income planning or preserving assets
- facing the loss of a loved one
Then, let your friend or family member know we would like for them to have the opportunity to talk with us. There's never any pressure - just a listening ear and thoughtful guidance on their financial situation.
We think of you as part of our family and would love to welcome those you care about to join our family firm.
Refer a Friend, Change a Life – It’s Easy!
- What is the Paragon Peak Program?The Paragon Peak Program is an exclusive club for our clients who support us through referrals. We are striving to have the majority of our clients come from word of mouth. As a token of our appreciation, we have created the Paragon Peak Program to give back and donate to charitable causes.
- What are club benefits?We will make a $50 donation in your name to a charity for each qualified referral. At the end of the year, Paragon Retirement Planning will match the total donations going to the local charities that are close to our heart!
- How do I qualify for this club?Qualification is simple! Just refer a friend or family member who meets the criteria noted above. Once your referral meets with us, you will receive confirmation from our office that you are now a member of this exclusive club.
- How can I become a lifetime member?After you make 3 referrals that meet with us, you become a member for life! The benefits of lifetime membership include an annual $50 donation in your name to a charity as well as access to exclusive experiences including keynote speakers, sporting events and more!
Thank You! We recognize that a referral is the highest honor you can give us, and we thank you for your confidence in us.
Once we receive their information, we will send them a valuable information package and invite them to have an introductory call. You can provide us their information by calling 248.457.4570, emailing Info@Paragonrp.com or by completing the following form.
By submitting your contact information, you consent to be contacted regarding retirement income strategies that utilize investments and insurance products.
50 W. Big Beaver Road | Suite 410
Troy, MI 48084
248.457.4570 | Info@Paragonrp.com
paragonrp.com
Investing involves risk, including the potential loss of principal. Insurance product guarantees are backed by the financial strength and claims-paying ability of the issuing insurance carrier. Neither the firm nor its agents or representatives may give tax or legal advice.
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