About The Baron Group
Located in Monroe, Louisiana and founded by Timothy Mobley more than a decade ago, The Baron Group is a financial planning services firm specializing in retirement planning, debt management, College Planning and veteran services. We also offer advanced strategies in tax reduction, asset protection, and wealth accumulation for physicians and small to medium size medical practices. We are committed to conducting business according to the highest standards of honesty, integrity, and fairness. We focus on providing a consistent, personalized and structured approach to the unique financial needs of each client and we do it from tax, legal and financial prospective.
The Baron Group is not captive and prides itself on offering the best products provided through the top national companies including several exclusive products. The Baron Group helps clients in many areas like getting out of debt, making sure they don’t outlive their retirement income, and advanced planning that can reduce income tax now and produce a tax free income later by providing integrated and customized solutions.
Vision: Serving the community and helping individuals and families achieve their financial goals.
Mission: To coordinate your plan from a tax perspective and provide a consistent, personalized, and structured approach to your unique financial needs so that you can be debt free, have a secure retirement and peace of mind.