Our Services

Wealth Management encompasses many disciplines, but the following services are our most popular.

Portfolio Management

Portfolio Management entails designing and implementing a portfolio of investments based on time horizon, risk tolerance and investment goals. The portfolio is managed on an ongoing basis by rebalancing and shifting asset allocation to seek improved returns or provide protection from potentially over-valued asset classes. Our investment advice is custom-tailored for each client’s unique circumstances.

Retirement Planning

Retirement Planning is the process of looking at current assets, expenses and future cash flows to determine the sustainability of assets during retirement. This provides insight into the question “Do I have enough money to Retire?”

Financial Planning

Financial Planning involves the client sharing extensive personal and financial information with us, which we then use to map out a plan to help them reach the goals they have identified. A typical analysis includes items such as: Retirement planning, risk management assessment and insurance coverage, estate planning and asset transfer review along with investment advice. Our service culminates in a comprehensive financial plan outlining current financial conditions and estimates of future financial condition.

Estate Planning

Estate Planning involves understanding how a client wants their assets passed along after their passing. The review includes an assessment of the client’s total asset picture and what issues are of concern. Elimination or reduction of uncertainties regarding administration and distribution are always part of the discussion, as are tax implications. In this capacity we often work as part of a team of professionals including attorneys and accountants.

Business Analysis

Business owners can often benefit from the tax planning and retirement planning services we offer. From entry-level retirement plans to full-featured defined benefit plans we can often develop an asset management strategy that allows a business owner to shelter significant dollars AND save on their taxes. With two partners who are CPA’s we have the capability to fully evaluate a company’s financial situation and offer broad-based solutions.

Barron Financial Group, LLP - 103 Albert St., Torrington, CT 06790 (860) 489-0432

Non-Advisory Securities offered through Purshe Kaplan Sterling Investments
Member FINRA/SIPC Headquartered at 18 Corporate Woods Blvd., Albany, NY 12211. (ph. 518-436-3536)

ACCREDITED WEALTH MANAGEMENT ADVISOR^SM and AWMA^® are service marks of the College for Financial Planning.

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP^®, CERTIFIED FINANCIAL PLANNER^TM and in the U.S., which it awards to individuals who successfully complete CFP Boards initial and ongoing certification requirements.

Not FDIC Insured. Not Bank Guaranteed. May Lose Value, Including Loss of Principle.
Not Insured by any State or Federal Agency.