Baron Financial Group, LLC
At Baron Financial Group, we closely collaborate with pre-retirees to accurately define their objectives, establish a measurable plan, and set realistic expectations. We follow a proprietary three-step process that includes:
Identifying Goals and Timelines: The discovery phase begins with a listening session. This session provides an opportunity to discuss your current assets, liabilities, risk tolerance, and expectations.
Creating a Plan: Once we understand your goals, we craft a customized plan to match your specific needs. Our plan offers strategies for saving, investing, and navigating through retirement.
Implementation of the Plan: Your financial circumstances are dynamic. Therefore, we ensure your plan adapts to your evolving needs. We establish a schedule for follow-up meetings and check-ins to review progress and make necessary adjustments to your plan.
Contact us today to discover more about how we can assist you in pursuing your aspirations and dreams!