Women Facing Life Changes: How We Can Help

Happy Women’s History Month!

In honor of Women’s History Month, we are pleased to spotlight Angela Ludvigsen, Client Relationship Specialist at Baron Financial Group, who just marked her 6-year work anniversary at Baron. Angela works directly with clients beginning with inception and onboarding and continuously communicates with clients for any and all of their needs related to money movement, distributions, and account maintenance.  She is available to ensure all client inquiries are handled in a timely and efficient manner.

Angela enjoys getting to know each and every one of her client’s individual needs and prides herself on building on those interpersonal relationships. 

Prior to her tenure at Baron, Angela’s diverse background includes working as a paralegal, conference manager, trainer at Weight Watchers, and fitness instructor.  She holds a journalism degree from Rutgers University. Her writing background allows her to assist with all forms of communication at Baron. 

In her free time, Angela and her husband enjoy spending time with their family, traveling, attending concerts, and fitness activities.

You can read more about Angela here.

At Baron Financial Group, we understand the importance of women taking control of their finances and have experience providing financial guidance to women at different stages of life. Through our Financial Life Planning process, we are here to help answer the questions that don't always fit onto an investment statement.

We can help you with questions, like:

• How do I organize my finances if my spouse unexpectedly passes away?
• What are the financial steps to take when going through a divorce?
• Do I need to help elderly parents with their care and finances?
• How do I navigate a job change?, etc.

If any of these questions resonate with you, please contact us. We are here to help!

Disclosure: This is a general communication being provided for informational purposes only. This material is not intended to be relied upon as a forecast, research, tax or investment advice. Past performance is no guarantee of future results. Every investment strategy has the potential for profit or loss.