Broker Check

Retirement Planning

Individual Planning

How long will you live in retirement?

According to Centers for Disease Control data, maybe 20 years or more.

Estimating how much money you need to save can be tricky, but that’s where the knowledge of Baron Financial Group comes into the picture. Whether dealing with numerous personal financial topics or setting the financial goals and priorities you need to make a confident retirement a reality, Baron Financial Group can help deliver that focus.

It’s never too early to start planning for your retirement – the good news is that it’s also never too late. In all stages of your life, there are different pieces of the puzzle that will need your attention. Baron Financial Group can help you look at what you have in place in terms of Social Security, 401(k) accounts, IRAs, pensions, annuities, and other investments as to provide guidance on your financial journey. Then, work with you to recommend steps to help meet your specific financial goals. This includes giving advice on how you should allocate your investments, what kind of insurance you really need, and explain how certain moves may affect your future.

Retirement planning is about accumulating the appropriate amount of money that can generate the income you need to accomplish your goals. A natural part of this discussion is also how you would like to pass along your legacy to your heirs through estate planning.

Business Owners

As a business owner, it’s not just your retirement planning that is a top priority, but also helping your employees plan for theirs.

At Baron Financial Group, we work hard to provide business owners with individualized retirement plans that will better suit their company, and provide opportunities for the owner and employees to save for the future.

Our financial representatives can help you determine what plan is best, as well as look at ease of administration and options for employee contribution. We can also facilitate the change from one carrier to another and service the new plan once it is in place.

We will also act as a resource for our business clients and their employees, answering any questions not only about the company’s retirement plan but about other aspects of financial planning. Our retirement plan consultations are done complimentary as a service to the business community.

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