Broker Check

2101 South El Camino Real
Suite 206
Oceanside, CA 92054

LinkedIn

North County Financial Associates

(760) 231-5997 x801

 
Working With A Financial Professional Leaving Your Lasting Legacy Questions to Consider When Buying a Vacation Home Dog Bites and Homeowners Insurance

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 specialise in working with individuals and businesses to design and implement customised 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 37 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

Fixed or Variable Mortgage, Which Should You Pick?

Fixed or Variable Mortgage, Which Should You Pick?

When selecting a mortgage, one of the most critical choices is between a fixed or variable interest-rate mortgage.

How to Read Your Credit Report

How to Read Your Credit Report

Solve a mystery while learning how important your credit report is with this story-driven interactive.

Choosing a Mortgage

Choosing a Mortgage

Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.

 

The Three Keys to a Great Password

Have fun and learn how to craft the perfect password with the help of this highly engaging infographic.

Investing for Impact

Learn how to build a socially conscious investment portfolio and invest in your beliefs.

Caring for Aging Parents

As our nation ages, many Americans are turning their attention to caring for aging parents.

Keeping Summer Safe: Pool and Spa Safety Tips

Each year hundreds of children die or are injured in pool accidents. By taking seven steps, you can keep your pool safe.

Preparing for the Expected

You can plan ahead to protect yourself and your family against the financial consequences of deteriorating health.

Inflation and the Real Rate of Return

Learn about the role of inflation when considering your portfolio’s rate of return with this helpful article.

View all articles arrow

Should I Pay Off Debt or Invest?

This calculator will help determine whether you should invest funds or pay down debt.

Potential Income from an IRA

Estimate your monthly and annual income from various IRA types.

How Much Home Can I Afford?

With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.

Estimate Your RMD

Help determine the required minimum distribution from an IRA or other qualified retirement plan.

What Is My Risk Tolerance?

This questionnaire will help determine your tolerance for investment risk.

Long-Term-Care Needs

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

View all calculators arrow

Long-Term-Care Protection Strategies

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

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.

Managing Your Lifestyle

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

5 Smart Investing Strategies

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

5 Smart Investing Principles

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

View all presentations arrow

The Real Cost of a Vacation Home

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

Perception vs. Reality

There’s an alarming difference between perception and reality for current and future retirees.

When Do You Need a Will?

When do you need a will? The answer is easy: Right Now.

Retiring in a Post-Pandemic World

Imagine your ideal post-pandemic retirement with this animated video.

The Business Cycle

How will you weather the ups and downs of the business cycle?

Surprise! You’ve Got Money!

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

View all videos arrow