A Holistic Approach to Tax Savings and Financial Planning
Our Process is Simple
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
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.
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.
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.
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
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.