Wealth Management services for women

financial_planning_women-lg

You care about your financial well-being and also the well-being of your family and other loved ones. You have goals and dreams and you would like to pursue those dreams on your own terms.  Controlling your money provides independence and power.  Our mission is to empower you, so that you can understand, manage and take control of your finances. 

Education: We are committed to financial education, providing information to clients without the confusion of financial jargon. We answer your questions and provide you with the education you need to be comfortable and confident, so that you can make an informed decision. Understanding money is not complicated but you need to make sure that you are getting transparent and objective information. As a fiduciary, we are obligated to act in your best interest.

Communication: We pride ourselves on being good listeners. Your relationship is with a team of credentialed professionals, your financial partners who take the time to get to know you and your financial life. We understand the issues and the solutions that impact women’s financial success. Lean on us with any decision-making that involves your finances. 

Service: We are proud recipients, since 2013, of the Women’s Women's Choice Award - 2017Choice Award for our service to women clients. The Women’s Choice Award® is the premier recognition award for advisors who provide quality service to their female clients.  The award is based on rigorous research and evaluation applying 17 objective criteria.  Click here for a list of their selection criteria.

Life events that trigger the need for solid financial decisions include:

  • Preparing for retirement
  • Career and investing in your personal human capital
  • Preparing for a wedding
  • Taking care of children
  • Unexpected turns
  • Divorce
  • Widowhood
  • Taking care of elderly parents
  • Family needs
  • Launching a business

We also provide educational opportunities especially for women.  Additional resources for women are available in our Financial Education tab.

Contact Baron Financial Group at info@baron-financial.com or use the form in the contact tab.

Learn more about our wealth management services:

 

High Stability Wealth Management