The Babitz Financial Group - Northwestern Mutual, Clayton, MO Videos
Videos by The Babitz Financial Group - Northwestern Mutual in Clayton. Our mission is to help individuals, families and business owners live their lives by design.
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My name is Andrew Babitz. I’m the co-founder and Wealth Management Advisor with the Babitz Financial Group. I’m a CFP professional. Proper financial planning is more than just determining where & how to invest your money. We meet with successful professionals in the medical, legal & veterinary fields all the time, and we see 3 common areas of opportunity.
First, most Americans do not have a properly executed will or properly funded trust to keep their estate out of probate and adequately protect their hard-earned assets.
Second, most of the people we meet with are under insured, meaning they don’t have enough life insurance to accomplish the things they would want to have happen if, God forbid, they didn’t make it home one night.
Finally, our higher income clients are not properly tax planning now and, more importantly, properly tax planning for retirement. Our team at the Babitz Financial Group will take the time to uncover your goals and determine the best way to help ensure that you are living your life by design. Even if you’re already working with an advisor, our team will provide a free second opinion and benchmark your current strategies. Give us a call, send us a message, we are here for you!
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Edit + CC.MP4
My name is Andrew Babitz. I’m the co-founder and Wealth Management Advisor with the Babitz Financial Group. I’m a CFP professional. Proper financial planning is more than just determining where & how to invest your money. We meet with successful professionals in the medical, legal & veterinary fields all the time, and we see 3 common areas of opportunity.
First, most Americans do not have a properly executed will or properly funded trust to keep their estate out of probate and adequately protect their hard-earned assets.
Second, most of the people we meet with are under insured, meaning they don’t have enough life insurance to accomplish the things they would want to have happen if, God forbid, they didn’t make it home one night.
Finally, our higher income clients are not properly tax planning now and, more importantly, properly tax planning for retirement. Our team at the Babitz Financial Group will take the time to uncover your goals and determine the best way to help ensure that you are living your life by design. Even if you’re already working with an advisor, our team will provide a free second opinion and benchmark your current strategies. Give us a call, send us a message, we are here for you!
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