Glen Babcock

Whether you're laying the foundation for future generations or seeking to safeguard and grow your wealth, we're here to help you navigate the complexities of wealth management with clarity and confidence. 

Preparing for Retirement 

We offer comprehensive support for retirees or those within 5 years of retirement by: 

• Helping to ensure sufficient retirement savings. 
• Develop tax-efficient distribution and legacy planning strategies. 
• Address major life decisions such as housing, healthcare, and social security, providing peace of mind in your golden years. 

Building Wealth for Growth-Oriented Families 

We offer our expertise to individuals and families by organizing finances and achieving multiple goals: 

• Gain clarity on objectives and design a customized savings plan. 
• Identify opportunities for growth, tax reduction, and risk mitigation while balancing present lifestyle needs. 
• Design a savings plan to accomplish multiple goals, while balancing present lifestyle needs. 

We found trust and guidance with Glen's team at Babcock Financial after a negative experience with a previous financial advisor. Their deliberate strategies and systematic approach have empowered us in wealth management, maximizing market opportunities. Now in phase 3 or 4 of wealth building, their responsiveness and proactive nature, along with their ability to connect us with additional resources, demonstrate their commitment to our well-being. Babcock Financial's focus on process and adaptability has streamlined our day-to-day and enhanced our security against risks like identity theft. Consolidating my mom's estate under their management was critical and invaluable. For trustworthy, tailored financial planning, Babcock Financial exceeds expectations.

-Amy & Jon Sutherland, Client

My parents were clients of Babcock Financial for years. Their trust in Babcock Financial gave me confidence that they were the right advisors for me as well. Having a strong relationship with my entire family made navigating my parents' estate settlement easy. The generational relationship provides comfort and ease. They are responsive and reliable whenever we need assistance. Babcock Financial has been instrumental in keeping our retirement plan on track. We're confident in their expertise and enjoy working with the entire team, knowing we're in good hands. 

-Keira Troy, Client

With a proven track record and a team of 20 or more employees, your business represents your dedication and hard work. We partner with you to: 

• Attract and retain key employees through strategic benefits planning. 
• Develop risk management strategies at both the entity and ownership levels. 
• Plan for liquidity events and divestiture of ownership shares to ensure long-term success and growth. 

I met Glen from Babcock Financial over 20 years ago when I was dealing with credit card debt. Their guidance helped me pay off that debt, make sound investments, and navigate the complexities of purchasing a mountain property. Babcock Financial is always our first call for big financial decisions, providing invaluable strategies for both personal and business needs. Their proactive advice has ensured our financial security and turned our plans into reality, giving us the freedom to pursue new opportunities. 

-Brian Lynch, Business Owner & Client 

Glen’s team has been invaluable in addressing both personal and business financial planning for me and my team, especially with our retirement plan. My team’s financial health is important to me, and Glen's calm presence and clear explanations have built my confidence in financial planning. 

Before working with Babcock Financial, I had a negative experience with advisors and was skeptical, but since moving everything to Glen, I no longer worry about my finances. He is a straight shooter who has intentionally built a team with diverse expertise that provides educational insights on opportunities and their impacts. I trust him and his team as I look towards retirement, knowing I'm in good hands. 

Babcock Financial gets straight to business, which I appreciate. As a CEO, many people tell me what I want to hear to earn my business, but Glen lays out different plans and addresses my concerns directly. His team is available, responsive, and transparent. Over the past 10+ years, Babcock Financial's support and attention have never wavered, and I couldn't be more grateful.

-Christopher Leach, Business Owner & Client