Babcock Financial
Glen Babcock
Founder & Wealth Management Advisor|CFP®, CLU®, CLTC®, CASL®
A premier advising firm helping families build generational wealth.
Our version of Wealth Management
A partnership with our firm provides clients with a dedicated team to protect, grow, preserve, distribute, and transfer wealth through all economic conditions and cycles. We connect the dots between financial resources, family values, and life aspirations with a focus on coordinating a network of trusted professionals, such as attorneys and accountants, to create an efficiently managed financial strategy.
Our areas of focus
Tax-Efficient Strategies
Retirement Planning & Income Strategies
Investment Planning & Strategies
Insurance Protection Strategies
Estate Planning
Education Planning & Funding
Business Planning
Trust Services
Our Planning Process

How We Are Paid
