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The Millennial’s Guide to Retirement Planning
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A premier advising firm helping families build generational wealth.
At Babcock Financial, we understand that your family's legacy is more than just financial assets – it's a reflection of your values, aspirations, and the impact you wish to leave on future generations. As a premier family firm specializing in legacy planning, we are dedicated to helping you navigate the complexities of wealth transfer, ensuring that your hard-earned wealth serves as a beacon of strength and opportunity for generations to come.
We specialize in crafting generational wealth strategies for families, guiding business owners with established enterprises, and providing financial solutions for ultra-high-net-worth individuals. Based in the vibrant Denver area, our expertise extends nationwide, serving clients from coast to coast.
Babcock Financial is honored to be represented by Glen Babcock, among the top rated wealth management advisors in Colorado. Forbes has recognized Glen Babcock in 2022, 2023, and again in 2024 as one of the top financial security professionals in the country. Many thanks to our hardworking team, amazing clients, and partnership with Northwestern Mutual. This would not have been possible without you.
Forbes Best-in-State Top Financial Security Professionals list (July 2024, July 2023, July 2022), based upon data as of December 31st of the preceding year. Research and ranking provided by SHOOK Research. Northwestern Mutual and its advisors do not pay for placement on 3rd party rating lists, but do pay marketing fees to these organizations to promote the rating(s). Rankings and recognitions are no guarantee of future investment success.
When people feel better about their money, good things happen - they become more confident and feel more secure. For more than 160 years, Northwestern Mutual has helped people achieve the financial flexibility they need to live more and worry less.
Being a mutual company means Northwestern Mutual reports to its clients, not Wall Street. They don't believe in chasing fads or taking undue risk for short-term gains. Instead, they take a long-term approach - both in the way we help people plan to reach their goals, and in the way they do business. This has served their clients, and ours, well through all kinds of economic ups and downs, including wars, recessions, even the recent pandemic.
It's why we're happy to be part of a company that's in it for the long-haul and prioritizes clients over profits.
Babcock Financial has helped us with things we couldn't have done on our own and has become integral to our financial decision-making. Our biggest concerns used to be whether we were making the right financial decisions. Now, thanks to Babcock Financial, we worry less and feel more confident that we're on the right track. We love that Babcock Financial also works with other members of our family, making future transitions smoother as time goes on. Being a client of Babcock Financial is a pleasure. They truly deliver a “WOW” experience.