Change the Way You Think About Maryland
“I hate Maryland.” This is a statement I hear frequently from my clients. As some of you already know, I’m from the great state of South...
I have met with thousands of people preparing for retirement over the years, and most have been nervous when asked the all important question,
"Will I have enough money to retire?"
Are You Ready to Retire?
Hello, I'm Jason LaBarge.
My job as a financial advisor is to understand your retirement goals, compile a report of all of your assets, and then devise a plan to help you pursue those goals. Fear-filled thoughts and sweaty palms are NOT what you want to be feeling when you walk into your retirement party, so we focus on creating a path to follow that will allow you to waltz into retirement celebrating!
I am an independent financial advisor with my FINRA Series 7, 6, 63, and 65 registrations along with state insurance licenses. I am also a National Social Security Advisor, certified by the National Social Security Association. I received my Bachelor's in Accounting and Health Administration from the University of South Dakota.
I am a managing partner at Premiere Planning Group in Annapolis and serve clients who live in Annapolis, Severna Park, Arnold, Pasadena, Glen Burnie, Odenton, Gambrills, Crofton, Davidsonville, Edgewater, Kent Island, and more.
VISION
My vision for my practice is to help you manage the complex process of retirement planning. I seek to be your one-stop-shop for all of your financial needs including wealth management, tax, legal and insurance. I build a personal connection with each of my clients with the goal that my work will bring a positive impact to their lives. My mother always told me, "If it's meant to be, it's up to me." My goal is to assist each client with taking on the responsibility of managing your financial health and leading you to your best retirement.
Here's How We Can Help You Plan For Retirement:
Personalized Retirement Plan
To create a successful retirement income plan, I come to understand your goals and what a successful retirement means to you. Then we lay the groundwork and evaluate life's big financial decisions while pursuing those goals.
Maximize Social Security Benefits
The three most common sources of retirement income are Social Security, employee pensions, and personal savings. As a National Social Security Advisor (NSSA), I help you choose the best way to claim Social Security to maximize your benefits.
Managed Portfolios
A managed portfolio can save you time and money when you are ready to invest for the long-term. When you work with us, we form a relationship where we understand your goals and risk tolerance, so I can make the best choices for you.
Holistic Retirement Planning
Our motto is to help you retire with more than just money, because we understand that money isn't the only thing that determines a happy retirement. We want to help guide you in all areas of retirement planning.
Learn How To Plan For Retirement In 2021
Get a quick overview of how Jason can help you plan for retirement and your financial future from the recorded virtual seminar below. You will learn . . .
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How do current events affect your retirement
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How to plan for stability, income, and potential growth by following the Red Money, Green Money framework (see the video for a sneak peak!)
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Learn how to choose the best way to claim you Social Security to maximize your benefits
