Financial Advisor | LaBarge Financial | Jason LaBarge | Severna Park
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RETIRE

WITH MORE

THAN JUST

MONEY

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!
 

VISION

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, tax-efficient strategies, legacy and insurance planning. I seek to offer all of these strategies under one roof.

Ways 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.

Optimize 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 optimize 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 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.

LaBarge Financial | Jason LaBarge | Financial Advisor Specializing in Retirement Planning | Servicing Severna Park, Pasadena, Annapolis, Glen Burnie, Odenton, Crofton, Gabrills, Severn, Bowie, MD Personalized Retirement Plan | Maximize Social Security Benefits | Managed Portfolios | Holistic Retirement Planning Schedule a Free Consultation Today!

Learn Ways To Plan For Retirement In Todays World

Get a quick overview of how Jason can help you plan for retirement and your financial future from the bullet points below. You will learn . . .

  • How current events could affect your retirement.
     

  • Ways to plan for stability, income, and potential growth by following the Red Money, Green Money framework.
     

  • Learn ways to choose the ideal way to claim your Social Security to optimize your benefits.

Investment advisory products and services made available through AE Wealth Management, LLC (AEWM), a Registered Investment Advisor. Insurance products are offered through the insurance business LaBarge Financial. LaBarge Financial is also an Investment Advisory practice that offers products and services through AE Wealth Management, LLC (AEWM), a Registered Investment Adviser. AEWM does not offer insurance products. The insurance products offered by LaBarge Financial are not subject to Investment Advisor requirements. AEWM and LaBarge Financial are not affiliated companies. Investing involves risk, including the potential loss of principal. Any references to protection, safety or lifetime income, generally refer to fixed insurance products, never securities or investments. Insurance guarantees are backed by the financial strength and claims paying abilities of the issuing carrier. This video is intended for informational purposes only. It is not intended to be used as the sole basis for financial decisions, nor should it be construed as advice designed to meet the particular needs of an individual’s situation. LaBarge Financial is not permitted to offer and no statement made during this show shall constitute tax or legal advice. Our firm is not affiliated with or endorsed by the U.S. Government or any governmental agency. The information and opinions contained herein provided by third parties have been obtained from sources believed to be reliable, but accuracy and completeness cannot be guaranteed by LaBarge Financial. 2030881-2/24

Securities offered only by duly registered individuals through Madison Avenue Securities, LLC ("MAS"), member FINRA/SIPC. Investment advisory products and services made available through AE Wealth Management, LLC (AEWM), a Registered Investment Adviser. MAS and LaBarge Financial are not affiliated companies

Learning Center

We are located in the heart of Severna Park, MD.

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