Texas Retirement Plans

Paragon Financial Advisors is a fee-only registered investment advisory (RIA) firm whose personnel will help you and your company implement or maintain a retirement plan that best suits the needs of you and your employees. We, partnering with TD Ameritrade and other providers offer a variety of investment options and services which provide efficiency and cost savings for retirement plan operations.

For the Plan Sponsor
Services and options available to benefit you and your employees include the following:

  • Open architecture investment selections
  • Signature-ready plan documents and supporting forms, based on your stated goals (for new plans)
  • Full service recordkeeping, plan administration, compliance testing, and preparation of required IRS forms
  • Auto-enrollment and auto-increase programs for participants

For the Plan Participants
Services and options available to benefit you and your employees include the following:

  • A website with selected resources for the participants
  • Customer service and support
  • Daily valuation of accounts
  • Online educational support

Paragon Financial Advisors will assist you in providing a retirement plan for retaining and rewarding your employees—the key to a successful business.

Paragon Financial Advisors currently manages both defined contribution plans and pension plans such as: 401(k), 403(b), SEP, and defined benefit plans along with other choices for Retirement Planning.

Please contact us to request a free no-obligation Retirement Plan consultation.

Paragon Financial Advisors
Texas Investment Management Services
Serving College Station, Austin, Houston, Dallas, San Antonio and nationwide
215 Rock Prairie Road
College Station, Texas 77845
(979) 693-3907