Over the past ten years, The Baron Group has served many families and businesses and has provided them with integrated and customized solutions. The company has proven successful in helping clients, get out of debt, protect their assets, and by providing income planning so that they are guaranteed not to outlive their savings. The Baron Group has also been instrumental in protecting the assets of families transitioning into long-term healthcare environments, getting them educated about potential veteran benefits, and tax planning that maximizes the deduction of added medical expense; all accomplished from a legal, financial, and tax planning prospective.
“It’s all about the personal relationships and serving the community”, says Timothy Mobley. “Of course I am very glad to have been able to help my clients achieve their financial goals, but even more so I am fortunate to have met wonderful people over the years” continues Tim Mobley, reflecting on the last decade in business. “We get a lot of repeat business and many clients refer friends and family to our practice. I attribute that to the fact that the Baron Group has always been committed to conducting business according to the highest standards of honesty, integrity, and fairness. We are loyal to our customers and they are loyal to us and for that we are very grateful. “
In the future at the Baron Group (http://www.barongroup.net), we want to continue to educate prospects and clients on how to get out of debt using the
Your Family Bank® concept, help clients plan a guaranteed retirement income, and continue to be an advocate for veterans by educating veteran families as to the VA benefits available through the Aid & Attendance pension.
We are always searching for better products to offer our clients and Market linked CDs are very attractive as we remain in a low interest rate market. We are very excited and now able to offer 6-10 new structured CD products a month.
Our Medicare team offers the top Medicare supplement plans year round but we are now gearing up for 2013 open enrollment in the Medicare advantage space so that we can educate prospects and clients as to the choices they have and be able to offer them the top plans.
We recently rolled out our specialty services for Physician's and medical offices and continue to build on that platform. There has been a lot of interest in our Turn-Key captive insurance company structure and the advanced tax reduction strategies and asset protection that it offers, and we will continue to improve on the unique products and services we offer Physicians.
We must stay committed to the highest standards of honesty, integrity, and fairness, treat every client as if they are our only client, and continue to evolve in this changing economy so that we can continue to offer our clients the best products on the market.