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Once Upon a Goal A New Way to Look at Your Bucket List Surprise! You’ve Got Money! RE: Retirement

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

Insuring Your Business Against Cyber Liability

Insuring Your Business Against Cyber Liability

90% of small businesses in the U.S. don't protect their data from cyber attacks. Is your business at risk?

The Cost of Procrastination

The Cost of Procrastination

Don't let procrastination keep you from pursuing your financial dreams and goals.

The Power of Tax-Deferred Growth

The Power of Tax-Deferred Growth

Why are 401(k) plans, annuities, and IRAs so popular?

 

Inflation - Back to the Future

Even low inflation rates over an extended period of time can impact your finances in retirement.

Immediate vs. Deferred Annuities

Looking forward to retirement? It's critical to understand the difference between immediate and deferred annuities.

Understanding the Basics of Medigap Policies

Important as it is, Medicare does not cover the full range of health-care expenses you may experience in your golden years.

Four Really Good Reasons to Invest

There are four very good reasons to start investing. Do you know what they are?

A Primer on Irrevocable Life Insurance Trusts

Irrevocable life insurance trusts can be important tools that may accomplish a number of estate objectives.

Prevent a Rift: Money Tips for Newlyweds

Couples may be able to head off many of the problems in a marriage that money can cause.

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Should I Buy or Lease an Auto?

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

Contributing to an IRA?

Determine if you are eligible to contribute to a traditional or Roth IRA.

Home Mortgage Deduction

Use this calculator to assess the potential benefits of a home mortgage deduction.

Assess Your Life Insurance Needs

This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.

Long-Term-Care Needs

Determine your potential long-term care needs and how long your current assets might last.

Saving for Retirement

This calculator can help you estimate how much you may need to save for retirement.

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Tax Management Strategies

Learn more about taxes, tax-favored investing, and tax strategies.

Long-Term-Care Protection Strategies

The chances of needing long-term care, its cost, and strategies for covering that cost.

Managing Your Lifestyle

Using smart management to get more of what you want and free up assets to invest.

Principles of Preserving Wealth

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

5 Smart Investing Strategies

There are some smart strategies that may help you pursue your investment objectives

Protecting Those Who Matter Most

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

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The Fed and How It Got That Way

Here is a quick history of the Federal Reserve and an overview of what it does.

Tuning Your Social Security Benefit

When should you take your Social Security benefit?

Surprise! You’ve Got Money!

Here’s a quick guide to checking to see if you have unclaimed money.

Saving for College 101

Here’s a crash course on saving for college.

Are Alternative Investments Right for You?

With alternative investments, it’s critical to sort through the complexity.

Forecast

The market is as unpredictable as the weather. We’d love to help you prepare.

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