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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!

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FREE TOOLS TO LEARN ABOUT HOW YOU CAN OPTIMIZE YOUR FINANCES HEADING INTO RETIREMENT
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Learn How YOU Can Claim Social Security to Optimize Your Benefits

Are you approaching retirement and having a hard time deciding when you should claim Social Security?

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Confused if you should claim your own benefits, spousal benefits, or survivor benefits in order to receive the most money?

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Curious how much Social Security will add to your monthly retirement income?

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Jason has created “Learn How YOU Can Claim Social Security to Optimize Your Benefits” to help guide you through the important questions you need to answer before deciding when and how you’ll claim your Social Security benefits.

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By submitting your personal information, you consent to be contacted by a financial professional regarding your financial strategy for retirement.

Click here to download

Debt Worksheet

Click Here to download your free debt worksheet!

What Statements to Take the First Time You Meet a Retirement Planner

Are you a pre-retiree and know you need to start planning for retirement, but are nervous about meeting with a financial planner?

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Confused about what statements and documents you should take with you?

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Worried you'll forget an important retirement account or other paperwork you should take?

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This is the Document Checklist we send when you come in for a complimentary consultation with Jason LaBarge. Simply look down through the accounts listed, see which ones apply to you, and get the latest statements to take with you. Taking statements for your 401k and IRA accounts, as well as any others listed, help to give a retirement planner a full picture of your finances, so that you can have the most effective meeting possible.

 

By submitting your personal information, you consent to be contacted by a financial professional regarding your financial strategy for retirement.

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Click here to download

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!

Are You Ready To Take Control Of Your Financial Future?

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Contact Us

443-647-4321

Info@labargefinancial.com

Address

7 Riggs Avenue

Severna Park, MD 21146

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. No investment strategy can guarantee a profit or protect against loss in periods of declining values. None of the information contained on this website shall constitute an offer to sell or solicit any offer to buy a security or any insurance product. Neither the firm nor its agents or representatives may give tax or legal advice. Individuals should consult with a qualified professional for guidance before making any purchasing decisions. Any references to protection benefits, safety, security, steady and reliable income, or lifetime income streams on this website refer only to fixed insurance products. They do not refer, in any way, to securities or investment advisory products. Annuity guarantees are backed by the financial strength and claims-paying ability of the issuing insurance company. Annuities are insurance products that may be subject to fees, surrender charges and holding periods which vary by insurance company. Annuities are not FDIC insured. The information and opinions contained in any of the material requested from this website are provided by third parties and have been obtained from sources believed to be reliable, but accuracy and completeness cannot be guaranteed. They are given for informational purposes only and are not a solicitation to buy or sell any of the products mentioned. The information 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. 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.

7 Riggs Avenue, Severna Park, MD 21146 | 443.647.4321

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This site is published for residents of the United States only. 

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