About The Babbaro Group, LLC

 The Babbaro Group, LLC

Working Together to Solve Your Financial Goals

At The Babbaro Group, LLC we work with our clients to help them take control of their financial future through education and the creation of a comprehensive financial strategy that is designed to help them with the 5 critical areas of retirement planning, including:

  • Retirement Income Planning
  • Social Security Planning
  • Medicare & Long Term Care Planning
  • Estate Planning & Legacy Planning

As financial advisors, we see it as our responsibility to help our clients make the strongest financial decisions for themselves and their loved ones. At The Babbaro Group, LLC we work hard to bring our clients the financial solutions that are designed to help them achieve security and peace of mind in retirement.

The The Babbaro Group, LLC 3-Step Process

Step 1: Getting To Know Each Other

In our first meeting, we'll get to know each other. We will talk about what your financial objectives are, and what it is that you'd like to accomplish with your financial plan. We will also share a little bit about our financial planning strategies and what we can do to help you achieve your goals.

Step 2: Building Your Financial Plan

In our next meeting, we will begin building your plan. We will cover Social Security, Pensions, 401k's, and Medicare, as well as your lifestyle and other aspects of your life that can affect your retirement income. We will also discuss how to protect your financial future from unexpected expenses and life events.

By the end of our meeting you'll have a solid understanding of your current financial standing, and what needs to be done in order for you to achieve your financial goals, while still retaining the security and peace of mind that will allow you to get a good night's sleep at the end of the day.

Step 3: Ongoing & Proactive Management

As life changes, so should your plans. We will meet on a regular basis and re-evaluate your financial plan, make adjustments as necessary, and always ensure that you are on target to achieve your objectives.

Other Areas of Focus: Social Security Maximization

At The Babbaro Group, LLC, we believe in these words and echo their sentiment by providing our clients with a comprehensive understanding of Social Security. We understand that for many Americans, Social Security is the foundation to the bridge that can securely take them from retirement into the rest of their life.

One of the most imperative decisions you can make in regards to your retirement is when to start receiving your Social Security benefit. There are pros and cons to delaying your benefit, as well as receiving it as soon as you become eligible- at age 62. We can help you navigate this process by showing you precisely what to do, and at what time, to maximize your Social Security Benefit.

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FREE RETIREMENT ROADMAP DOWNLOAD

There are many places you can go to get help with your retirement planning. If you're a do-it-yourself kind of person, or you're just looking for some basic guidance, you can check out our online resources to learn the basics (you're off to a good start!), and we're here to help answer any of your questions.