Hello, I'm Jason LaBarge.
I am dedicated to seeing you through a secure, stable and enjoyable retirement, through a holistic offering of financial services all under one roof. My team and I use a personalized approach to satisfy your specific needs for retirement to help you . . .
RETIRE WITH MORE THAN JUST MONEY!
PERSONALIZED CARE ♦ HOLISTIC ♦ TRUST ♦ INTEGRITY & ACCOUNTABILITY ♦ SECURITY & STABILITY
I’m passionate about helping people reach their financial goals and ultimately reach a stable, secure, and overall enjoyable retirement. When I help people, I feel like I’m helping my grandmother, Marcella, who found herself unprepared to handle her own finances when my grandfather unexpectedly passed. I can’t begin to imagine how difficult that must have been for someone who had never before touched the house checkbook, which is why I work tirelessly to ease the hardship of finance management as people approach retirement. Every time I help a client, friend, or anyone I sit down for a meeting with, I feel like I’m helping my grandmother.
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.
I received my Bachelor’s in Accounting and Health Administration from the University of South Dakota. I have my FINRA Series 7, 65, 6 and 63 registrations, along with state insurance licenses. I'm a National Social Security Advisor, certified by the National Social Security Association.
I've been in the financial services industry for over 10 years with experience that included time at Allianz Life as Vice President of Sales teaching financial advisors nationwide about that company’s investments and at a brokerage firm helping financial advisors with a full array of financial products and services.
In 2014, I wanted to start helping individuals plan for their retirements. I had worked with firms across the country and jumped at the chance to join one of the best retirement firms I knew. Today, I'm a Managing Partner at Premier Planning Group in Annapolis, MD and work with individuals and business owners specializing in wealth preservation and retirement distribution strategies.
I’m a member of Million Dollar Round Table, the Premier Association of Financial Professionals and have received the Top of the Table* recognition for 2016, 2017, and 2018. My priority is to have a successful practice helping my clients prepare for their retirement years.
I live with my wife Lacey and three sons and daughter, Isaac, Xavier, Julian, and Marcella, in Severna Park. I'm very involved in my community by donating time to the Church and serving as Treasurer for a local non-profit organization. I look forward to meeting you; call me to set up a complimentary consultation today!
* The Million Dollar Round Table (MDRT) is an independent association. Membership is based on production and does not qualify a financial professional to provide investment recommendations or advice. Inclusion of wealth manager in award program is not indicative of future success.
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