Paragon Insurance Services is a comprehensive insurance planning firm and independent agency that takes a holistic approach to personal financial and business insurance planning. Being client centric, not policy focused, we step away from the commoditization of insurance policy buying and instead design strategies that use insurance policies as solutions to address our clients needs, concerns, goals and aspirations.
Paragon Insurance Services was established in 2006 to address the life and disability income insurance needs of Legal and Medical Professionals, and since has evolved into a full-service insurance planning and benefits management firm serving individuals, businesses, and groups alike. Paragon, meaning “excellence,” continually strives to improve and adapt in the scope of work and value we provide for our clients and adheres to one unwavering principle, “Excellence, Always and in All Ways!”
Our purpose is to champion and empower our clients in discovering greater confidence and success by transforming their insurance planning and benefits management experience so they can live without any fear, concern, worry or doubt.
Our philosophy is that in all planning, personal or in business, protection comes first, fully and forever. First in that you must protect your current state and future needs, addressing worst threats first. Fully in that you minimize financial exposure to the best of your capacity. Forever in that you review, adjust and allow for your program to evolve and remain efficient and effective for the duration of your life and/or business.
Provide Insurance and Benefits counseling and services that help individuals, businesses, and groups succeed, while nurturing a culture of prosperity and growth around us.
Be the most trusted Insurance and Benefits Management resource to individuals, businesses, and groups everywhere.
Accountability...We will be responsible, accountable and take ownership of the work we provide for our clients.
Empathy...We will be compassionate, have understanding and consider our clients perspective.
Gratitude...We will be grateful and considerate of the trust and belief our clients put in us.
Integrity...We will always be authentic, honest, and ethical with our clients.
Selflessness...We will always be selfless and put our clients needs before our own.