Often the tax advisor, financial planner, and estate lawyer are not working together and can even unintentionally employ a conflicting strategy. Located in Monroe, Louisiana, The Baron Group is a Tax and financial planning services firm specializing in tax efficient retirement distribution strategies that can mean the difference in you running out of money in retirement or not. Our state of the ar
t secure client platform brings all of your accounts together in one place. Every time you log in to our secure client portal all of your accounts and investments are updated and you get a real time net worth figure and balance sheet at your fingertips. This is even true if you are like a number of our our clients and have multiple advisors with accounts at different banks, brokerage firms, or insurance companies. It is all there to see and use with our advance tax and planning modules. In addition to the Retirement planning with a probability of success feature, advanced tax strategies and efficient distributions, we have a number of strategic alliances such as the one with Collegiate Funding Solutions where we offer the complete package when it comes to helping families save ON, and not just FOR the cost of college. College is one of the biggest expense that can take away from retirement savings and we feel it is extremely important to look at these two goals together. We also can help you position your assets in the more favorable way when school calculate your (EFC) expected family contribution that can have huge impact on college cost. Through this alliance we offer powerful services like YOUR COLLEGE LIST, a service that is the most important place to start the planning process, you will ultimately send your child to the right school for the right reasons at the right price!! FAFSAssist is another service that is like having your own personal financial aid coach and never make another mistake on these forms that are a great cause of stress for most parents. It doesn't stop there, once you have completed your education and enter the work force we offer one of the most comprehensive modules for analyzing your student loans and preparing a detailed strategy for have the debt forgiven or have it restructured in the most favorable way. Some of the other planning modules are advanced Social Security planning to come up with the most optimal social security strategy for you. It comes with a detailed Medicare report to walk you through everything your need to do. The Estate planning module is a powerful tool to make sure an protect and control the financial future of your family and create and keep track of the estate planning documents. Budgeting and debt management, and how to become debt free are so important we have a stand alone module just for this
We offer advanced strategies in tax reduction, asset protection, and wealth accumulation for physicians and small to medium size medical practices. We are committed to conducting business according to the highest standards of honesty, integrity, and fairness. We focus on providing a consistent, personalized and structured approach to the unique financial needs of each client and we do it from tax, legal and financial perspective. The Baron Group is not captive and prides itself on offering the best products provided through the top national companies including several exclusive products. Our advanced planning that can reduce income tax now and produce a tax free income later by providing integrated and customized solutions. Our Strategic Alliance with AXOS Bank allows us to offer our clients some of the best rates on traditional bank CDs, money market accounts, and other banking products. For more information please visit our website at www.barongroup.net
