Investment Planning

Whether you are just starting to save or you’re ready to retire, our team will begin by getting to know who you are and what you want out of life. We will work with you to build a fully customized, realistic financial plan designed to account for all of your wants and needs and prioritize the goals that are most important to you. Using our wealth of resources and technology tools, we will then test your plan – exploring the potential impact of “unknowns” and how any adjustments could affect your goals – and continually monitor your progress.

Many of our clients like the fact that we have the ability to offer a broad range of investments including stocks, bonds, mutual funds, ETF’s, annuities, traditional CD’s, market linked CD’s and alternative investments including options. That allows us to design a very unique account that is specific to that client. It also allows us much greater flexibility and tax control. We have some programs that allow clients to give their input on whether or not to invest in a specific investment. While other programs leave the daily buy and sell decisions to our professional money managers. We have learned that there is no such thing as one size fits all. Whether your objective is to make all that you can or to protect what you have saved, we can design a strategy that can work for you. Around here, we use the acronym UDIM. It stands for Understand, Design, Implement and Monitor. It’s more than a motto. It’s our purpose and our promise. It’s the goal that drives us to help clients prepare for major financial milestones and each moment in-between.

We are more concerned with the amount of money you keep, rather than the amount that you earn. It does you no good to earn a lot of money, only to give it to the government. Mike Barron is a Certified Public Accountant with many years of tax preparation and planning under his belt.     Although we don’t prepare tax returns, we are well equipped to implement tax savings strategies.   We work closely with your tax professional to ensure that you pay the minimum amount  possible. *

At Barron Wealth Strategies, we know that no two people are the same, so their portfolio shouldn’t be the same either. Our business has always revolved around the individual and their unique circumstances. And it always will. We listen to your hopes, work alongside you to achieve your goals and put you first. In short, we plan well to help you live even better.

Contact us today for a free evaluation of your situation.

*Raymond James does not provide any tax advice. You should discuss tax or legal matters with the appropriate professionals.

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