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At Baron Financial Group, we work closely with both pre-retirees and retirees to properly identify their goals, put a measurable plan in place, and make sure that appropriate expectations are set for them.  Our proprietary three step process was built to aid our clients accomplish this mission. The first step is our discovery phase that begins with a listening session, that allows us to determine what are the clients’ most important goals and timelines.  The second step is crafting a complete financial plan and an assessment to determine each clients’ actual risk tolerance. The final step is the presentation of the comprehensive plan that lays out how we expect to pursue those goals. At Baron Financial Group, we believe that our experience can help your dreams of retirement become reality!

Ready for the next step? Baron Financial Group can help!