Effective June 15, 2017: The U.S. Prime Rate Has Increased from 4.00% to 4.25%. 

Vision/Mission/Values

Our Mission:

Our passion is to ensure your business has a retirement plan that meets the needs of you and your employees, and integrates into your overall Employee Benefits strategy. Our expertise, focus and responsibility is to ensure everything is simple for you to understand and will not create extra work for you.

Our Vision:

We want to be recognized as the friendly, honest and easy to understand “go to” consultants on how to design, manage and integrate a retirement plan into a business’s overall Employee benefits package. We want to meet or exceed our clients’ needs and deliver a superior Return on Investment (ROI) in regards to your plan’s operation.

Our Values:

We are passionate about being the go-to consultants in the retirement industry and our community.

We have the expertise and follow precise procedures to ensure your plan design and documents are thorough and accurate.

We are focused on doing everything right, rather than just getting it done.

We value partnerships, not just referral, supplier and customer relationships.

We are responsive, friendly and respectful when dealing with everyone: clients, partners and each other.

We are responsible, ethical and flexible in providing solutions to any potential problems that may arise.  We try to understand our client’s internal operations which enables us to assist at a higher level than our peers.            

Our Name:

Paragon Alliance Group means that we passionately pursue excellence in all we do: within our industry, with our clients and with our partners. This is in our application of our knowledge and our commitment to manage your Company Retirement Plan success while developing deep and meaningful relationships.