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Hi, 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


The values that I base my work upon:

  • 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 her husband 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 business and it’s sole foundation is to help you maneuver the complex process of retirement planning, may that be with Social Security, Medicare, wealth management. I want to be your one-stop-shop for all of your financial needs - financial advisory, tax, legal and insurance. I build a personal connection with each of my clients, in hope that my work will bring a tailored positive impact on their lives and unique situation. 

My mother always told me, “If it’s meant to be, it’s up to me.” With my business, I am taking on the responsibility of managing your financial health and leading you to your best retirement.


A bit more about me:

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, Isaac, Xavier, and Julian 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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Frequently Asked Questions About Jason


WHAT DOES THE NSSA CERTIFICATION MEAN?

The NSSA® is a the only ACCREDITED Social Security Certificate program in the nation. It's the nationally recognized standard for competent and ethical Social Security planning, education and training.

I earned this certification in April 2018, because I've seen the difference effective Social Security planning can make when planning for your retirement, and I wanted to ensure we are maximizing your benefit to it's fullest potential.

 

WHAT SERVICES DO YOU AND YOUR FIRM PROVIDE?

I am a retirement specialist who will look at your personal life circumstances before creating a path to help you achieve your retirement goals. I look at the full picture to see how we can maximize your Social Security, pension, and savings. I will bring in other professionals, as appropriate, to ensure that all of your needs are met.

WHAT TYPES OF CLIENTS DO YOU SPECIALIZE IN?

While I work with all ages, I specialize in working with those individuals who are approaching or are already in retirement.

Most of my clients are within 5-10 years of retiring or have already retired when we started working together, although I also work with people who receive a windfall due to selling a home or business, or an inheritance and want to save those funds for retirement.

WHAT IS YOUR INVESTMENT APPROACH?

I use a framework that I refer to as Red Money and Green Money. After we gather good financial data to make sure our plans will cover your needs, we'll allocate enough into Green Money to guarantee those needs are met. I like to refer to these are your PAYchecks.

Red Money are investments that carry some risk and are tied to the market, but have the potential to grow. This covers the "extras" in your budget, and I like to call these your PLAYchecks.

WHAT ARE YOUR LICENSES AND CERTIFICATIONS?

I received my Bachelor’s in Accounting and Health Administration from the University of South Dakota. I have my FINRA Series 6, 63, 65, and 7 registrations, along with state insurance licenses.

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.

HOW DO YOU CHARGE FOR YOUR SERVICES, AND HOW MUCH?

I’m paid in a variety of ways, and the determining factor is based on the type investment you choose to make. We will discuss this in more detail and you will be entirely clear when we meet and review your choices.

WILL I BE WORKING ONLY WITH YOU OR WITH A TEAM?

At Premier Planning Group, we believe in the team approach. I am your quarterback and all your meetings will be with me, but we also have a wonderful support staff who keeps everything running efficiently.

HOW MUCH CONTACT DO YOU HAVE WITH YOUR CLIENTS?

I pride myself on making sure your questions are answered and your needs are met whenever they come up. I typically meet with my clients on a quarterly basis to review their accounts, unless their personal circumstances or desires require more or less meetings. We also hold regular client events throughout the year.

WHAT MAKES YOUR CLIENT EXPERIENCE DIFFERENT?

We are a boutique retirement planning firm and enjoy treating our clients with five star service. This extends into client appreciation events throughout the year, including our annual Summer Picnic and our themed Christmas Parties.

WHAT IS YOUR SUCCESSION PLAN?

I'm only in my 30s with three young children and have absolutely no plans of retiring anytime soon. My wife and I LOVE our adopted home of Severna Park and consider ourselves Marylanders, even though we're originally from South Dakota. 

If a tragedy should occur and something happens to me, there are four other financial representatives in my office who you could interview or you could connect with my broker dealer, Cetera Advisor Networks LLC.

However, I am committed to being here for the long haul and am committed to my clients.

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