Barons Financial Strategies offers many services to its clients, chiefly financial planning, insurance and investments.
College planning: tuition costs can be managed with investment in 529s
Elder Planning: caring for aging relatives is becoming more common and advanced planning makes a challenging situation easier
Estate Planning: creating trusts for the benefit of future generations
Retirement plans: all types of IRAs; 401(k)s; 403(b)s; Pensions
Social security: an important aspect of your overall retirement plan
Taxes: tax withholding calculation and accuracy, tax harvesting if required
Life insurance: term, whole, dental, disability
Annuities: Variable, Fixed and Indexed
Long Term Care: as people are living longer, LTC insurance has become more and more necessary
YEARS AS A
One central tenet of
is that financial stability truly adds to quality of life. Barons Financial
founder, Brian Farkas,
found this out at the young age of sixteen when his father passed away leaving
the family on shaky
ground. The solid financial ground and quality of life that Brian eventually
found for his family is
what Barons Financial strives to accomplish for you and all clients.
The “plus” being what our
bring to the table. Our clients’ experience factors greatly into our financial
planning process. It
is your money, your call. And it is our 60 years of experience that will help us
guide on your
journey to reach your financial goals. It is all about YOU.
IN ASSETS UNDER MANAGEMENT
Each dollar is a testament
trust that our clients have in us, which we do not take lightly. We continually
look to keep that
trust by truly knowing our clients – their needs, goals, and risk tolerance.