A Holistic Approach to Tax Savings and Financial Planning


Our Process is Simple

STEP 1

Discovery Process

They say a picture is worth a thousand words. We agree. We start by creating a visual experience that displays your household...who is important to you, what resources will be available, both now and in the future, to use towards your financial goals. An intuitive, simplified overview of your financial situation can help you make more informed decisions about your future.

Our Secure Client Portal

  • See all of your accounts in one place with your NET WORTH updated each time you log in.

  • Use any device with our Free mobile app


What is a Fiduciary?

A FIDUCIARY is required to do what is in the clients best interest. It must put all personal motives, gains, or conflicts of interest aside to insure they are acting in the most honest and trustworthy manner.

The Baron Group is a Retirement and Tax planning Insurance agency, that is we are not legally held to the fiduciary standard under the current law. At the Baron Group we do what is in our client's best interest, to conduct business to the highest standards of honesty, integrity, and fairness, and go above and beyond what is required. We recommend the products and services that preserve and protect our client's interest in an ever changing world.


We Will Build a Path to Mitigate Taxes and to Help You Navigate Your Financial Future

Here is What you Can Expect

STEP 1

Organize and Understand

We will learn the ins and outs of your current financial picture. We ask that you bring important documents to out initial meeting, or securely upload them to our shared VAULT in our client portal to help us determine how we may best assist you.


STEP 2

Strategize and Educate

Using the information you've provided us, we will develop a realistic roadmap specifically designed to help you reach your goals, and trying to take the least amount of risk in the process.


STEP 3

Gain Clarity and Take Action

Once you are comfortable with the tax strategies and solutions we have presented, we will help you implement your plan and get everything in place.


STEP 4

Review and Adjust

Here is where we start not end. Once your plan is in place, we will continue to develop our relationship as we monitor, review, and adjust your plan as needed to continue to keep your plan aligned with your goals and the changing world.



Retirement Planning and a Tax Efficient Distribution Strategy

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Stay on top of your Financial Life



2020 tax planning ideas in Review

Maximize your Income Bracket Roth Conversions COVID Relief Tax Programs Capital Gains Bracket Max


Precise planning so that you know exactly how much Income you can handle before knocking you to a higher bracket.


Analyze and know exactly what taking certain capital losses or capital gains will do to your tax return! Precise tax loss selling.


Our Core Values & Beliefs

  • Always question conventional wisdom

  • Never take unnecessary risks

  • Never invest in anything you don't fully understand

  • Educating yourself is the best investment you'll ever make

  • Never rely on others for financial security

  • Always live within your means

  • Treat people the way you would like your family to be treated

  • A reputation takes years to build and minutes to destroy

Bitcoin has been the topic of discussion in 2021. It climbed to over $50,000 USD and has traded between $30,000 and $63,000 all year. Bitcoin is being mentioned in the media and by clients and prospects and they are asking a lot of the same questions. We are trying to provide ways to help educate you so that if you move into the space then you will have the tools to make good decisions and keep your holding safe. The Baron Group does not give investment advise or offer any Bitcoin or Bitcoin products, and this is only for educational purposes. We are happy to refer you to companies that are licensed to help with your Bitcoin needs and below are a couple of links that will explain those programs. OUR BITCOIN WEBPAGE