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


Babcock Financial

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:

Click here to read additional articles.

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 Finacial 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.

4 Essential Lifestyle Factors That Can Help You Prepare for Retirement

To enjoy a full, healthy retirement, consider these four essential lifestyle factors and how you'll plan for them. Read more.

Is Grad School Worth It? Questions to Ask Yourself Before Applying

The decision is as much a financial as an educational one. Read more.

What’s Your Vision for the Future of Your Business?

The transition of your business takes careful and strategic planning, so it’s important to start early. This white paper can help you weigh the pros and cons of your potential successors and help evaluate transfer strategies to fit your goals and tax needs.
Download now

 

To learn more about Northwestern Mutual Investment Services, LLC and its financial representatives, visit: FINRA BrokerCheck