Paragon Bank & Trust - Providing excellence in relationship banking.

Internet Banking
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Online Banking

Trust & Estate Services

Trust Services

TRUST SERVICES ^1,2

At Paragon Bank & Trust, we have both traditional and non-traditional trust and investment products. To get a personalized proposal on what products and services are right for you, please contact us at 616.394.9055 and ask for Nathan, Jim or Scott.

ONLINE PORTFOLIO REVIEW

View your account summary
Monitor your portfolio
Research potential opportunities
Observe your transaction activity
View, print, and download detail reports
Access to online help system

To sign up please contact your Account Administrator:

Scott Kling	James Rohn	Nathan Horjus
1.888.612.9511

A partial list of products and services are:

Custody Services Agency
Investment Management Agency
Systematic Investment
Traditional IRA's
Roth IRA's
Charitable Remainder Annuity Trusts
Educational IRA's

Rollover IRA's
UGMA's
2503(c)
Revocable Living Trust
Irrevocable Life Insurance Trust
Grantor Retained Annuity Trust
Grantor Retained Uni-Trust

EMPLOYEE BENEFIT SERVICES

Simplified Employee Pension
SIMPLE's
Qualified Plans

Profit Sharing
Money Purchase
401(k)

FINANCIAL PLANNING SERVICES

Asset Allocation Analysis

Financial Planning, including:

- Retirement goals
- Education goals
- Estate Planning

Trust Services provided by: Paragon Bank & Trust
1-888-612-9511

¹ Investment Executives are registered to conduct securities business and licensed to conduct insurance business in limited states. Response to, or contact with residents of other states will only be made upon compliance with applicable licensing and registration requirements. The information in this web site is for U.S. residents only and does not constitute an offer to sell, or a solicitation of an offer to purchase brokerage services to persons outside the United States.
² PrimeVest Financial Services, Inc. is an independent, registered broker/dealer. Member NASD/SIPC. PrimeVest may receive commissions in connection with insurance or security transactions conducted through them. Paragon Bank & Trust may receive a portion of commissions from some sales. Investment products are not deposits. The nondeposit investment products are not obligations of, or guaranteed by, the bank, and are not insured by the FDIC nor any federal government agency and are subject to investment risks, including possible loss of the principal amount invested.



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