The Great Responsibility
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 can help you to waltz into retirement celebrating!
My mother always told me "If it's meant to be, it's up to me". My goal is to assist each client on their retirement journey. I will do that through a holistic, individualized process of planning including wealth management, taxes, estate and insurance planning. I seek to offer all of these solutions under one roof.
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.
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 most beneficial 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 . . .
How current events affect your retirement
How to plan for stability, income, and potential growth by following the Red Money, Green Money framework (see the video for a sneak peak!)
Learn how to choose the best way to claim your Social Security to maximize your benefits
The views stated are not necessarily the opinion of Cetera and should not be construed directly or indirectly as an offer to buy or sell any securities mentioned herein. Due to volatility within the markets mentioned, opinions are subject to change without notice. Information is based on sources believed to be reliable; however, their accuracy or completeness cannot be guaranteed. Past performance does not guarantee future results. All investing involves risk, including the possible loss of principal. There is no assurance that any investment strategy will be successful.
Video published Dec 2020