Our Professional Mission

"We team with growth-oriented individuals based on a relationship of mutual respect and integrity so that they accomplish their financial objectives."

Glen Babcock

Wealth Management Advisor


Glen Babcock Team

Business Specialties

Glen Babcock's practice is focused on assisting the ongoing financial needs of professionals, self-employed individuals, and small business owners. The following are the arenas that are involved:

  • Financial Planning
  • Life Insurance
  • Business Evaluation
  • Business Continuation
  • Disability Income Insurance
  • Long-Term Care Planning
  • Retirement Savings - Accumulation & Distribution
  • Education Savings - Accumulation & Distribution

For Business Owners

With a focused expertise on the business owner, Glen Babcock can provide guidance for any stage of your business:

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Business Markets Strategy map

Investing for Your Future

With more ways to invest than ever before, it can be hard to make sure your money is working its hardest for you. While most companies focus on individual transactions, we look at your bigger financial picture. Then, we'll recommend a mix of investments, and can monitor and manage them over time, to help you get to your goals. This video illustrates why it's so important to spread investments across various asset classes.

Learn the latest on Financial Markets.


Focus on Retirement

We’re living longer than ever—and that means retirement will last longer as well. To help ensure you have the lifestyle you want in the future, it’s important to develop a sound retirement plan today to make the most of your savings for tomorrow.

Glen Babcock works with his clients in every phase of retirement planning.

You’ll spend decades saving for retirement, but the ability to live the life you envision when you’re actually in retirement takes more than setting aside a certain amount of money. What steps can you take to help ensure your money lasts long enough? Watch this video to learn the six most common risks that can impact your financial security in retirement.

Glen Babcock, CFP®, CLU®, CLTC®, CASL®
Wealth Management Advisor


Babcock Financial

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How to Manage Debt If You Lost Income During COVID-19

Use these strategies to help keep yourself in the best financial position possible during this unsettled time. Read more.

The Conversations Couples Should Have Before Retirement

Here are some questions about what you’re expecting for your golden years to review with your partner to make sure you’re on the same page. Read more.

 

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