Our Services

Barons Financial Strategies offers many services to its clients, chiefly financial planning, insurance and investments.

  • Financial planning
    • 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
  • Insurance
    • Life insurance: term, whole, dental, disability
    • Long Term Care: as people are living longer, LTC insurance has become more and more necessary
    • Annuities: Variable, Fixed and Indexed