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Surprise! You’ve Got Money! RE: Retirement 18 Years Worth of Days Bridging the Confidence Gap

Welcome to North County Financial Associates!

We have over 30 years of experience helping individuals and businesses reach their insurance and financial goals that combine to make up their overall benefit package!

We specialize in working with individuals and businesses to design and implement customized insurance and investment solutions to their long term needs. Because we are independent, we can offer unbiased options. Whether just starting out in your career, maturing in your chosen field or business, expecting to retire in the next few years, or retiring today, since we help set up plans for businesses, we are intimately familiar with existing plans you may have through your company and help coordinate those with individual plans to meet your retirement goals.

We offer a free initial consultation to review your goals and needs and to see how we may  be able to be of assistance to you! Please take advantage of this so we may help you complete your overall benefit package!

Since every comprehensive plan needs insurance coverage and investments, both individually and for your business to protect yourself the future of your loved ones, We are here to assist you in each of these areas all under one roof.

We are a private, independently owned company based in Oceanside, CA. Jeff Babcock, CFP is the company founder, has been a Certified Financial Planner for over 30 years! Our insurance professionals are always there for you when you need them. They will first listen to you, and understand your needs. Then they will guide you through the various options, so that you understand the implications. Finally, they will help you select the right plans to meet your needs! 

You will find our customer service friendly, and eager to help you around the clock. We are there to answer your questions and solve your problems.

Contact us and find out how we can help you secure your future!

Helpful Content

Put It in a Letter

Put It in a Letter

A letter of instruction provides additional and more personal information regarding your estate.

Should You Ever Retire?

Should You Ever Retire?

A growing number of Americans are pushing back the age at which they plan to retire. Or deciding not to retire at all.

Tips for Finding Care for Your Special-Needs Child

Tips for Finding Care for Your Special-Needs Child

The care of special-needs children continues into their adult years, and may survive the passing of their parents.

 

Will Power

Preparing for the eventual distribution of your assets may not sound enticing. But a will puts the power in your hands.

Insurance Needs Assessment: When You're Newly Married

Marriage changes everything, including your insurance needs.

Disability and Your Finances

In the event of an unforeseen accident or illness, disability insurance may be a good way to protect your income and savings.

What You Should Do About Insurance Following a Divorce

In the face of divorce, making changes to insurance coverage may be overlooked.

Traditional vs. Roth IRA

One or the other? Perhaps both traditional and Roth IRAs can play a part in your retirement plans.

Universal Life Insurance

Universal life insurance is permanent insurance with a flexible premium. Here's how it works.

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Doubling Your Money

This calculator demonstrates the power of compound interest.

Bi-Weekly Payments

This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.

A Look at Systematic Withdrawals

This calculator may help you estimate how long funds may last given regular withdrawals.

Should I Buy or Lease an Auto?

This calculator compares the financial impact of leasing versus buying an automobile.

Paying Off a Credit Card

Enter various payment options and determine how long it may take to pay off a credit card.

Social Security Taxes

Estimate how much of your Social Security benefit may be considered taxable.

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5 Smart Investing Principles

Principles that can help create a portfolio designed to pursue investment goals.

Investment Strategies for Retirement

Investment tools and strategies that can enable you to pursue your retirement goals.

An Inside Look at Retirement Living

A number of questions and concerns need to be addressed to help you better prepare for retirement living.

Principles of Preserving Wealth

How federal estate taxes work, plus estate management documents and tactics.

Protecting Those Who Matter Most

The importance of life insurance, how it works, and how much coverage you need.

Your Cash Flow Statement

A presentation about managing money: using it, saving it, and even getting credit.

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Coaches

Coaches have helped you your whole life, in ways big and small. We’d like to be one of them.

Global and International Funds

Investors seeking world investments can choose between global and international funds. What's the difference?

The Latte Lie and Other Myths

Do you know these three personal finance sayings?

The Real Cost of a Vacation Home

What if instead of buying that vacation home, you invested the money?

Surprises

Making the most of surprises is a great reason to work with us.

Can Election Results Predict the Market?

How do the markets usually react to elections? Was the 2016 election any different?

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