Broker Check

2101 South El Camino Real
Suite 206
Oceanside, CA 92054

LinkedIn

North County Financial Associates

(760) 231-5997 x801

 
When Markets React Behavioral Finance Should You Tap Retirement Savings to Fund College? Should You Ever Retire?

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 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

9 Facts About Retirement

9 Facts About Retirement

Regardless of how you approach retirement, there are some things about it that might surprise you.

How Can I Save a Million Dollars?

How Can I Save a Million Dollars?

See what it takes in monthly contributions and time to reach a million-dollar savings goal.

What Is a 1035 Exchange?

What Is a 1035 Exchange?

1035 exchanges provide a way to trade-in an annuity contract or life insurance policy without triggering a tax liability.

 

Intellectual Property and Your Estate

Do you have intellectual property? Consider how you might include your IP into your estate strategy in this detailed article.

Medicare Advantage Plans (Medicare Part C)

Medicare Part C allows you to choose a Medicare Advantage plan. This article will help you decide if it's right for you.

Dog Bites Neighbor. Now What?

Even dogs have bad days. So, what happens when your dog bites a neighbor or passing pedestrian?

Medicare Advantage 101

Overview of Medicare Advantage, what’s in them, special rules, and more.

Does Your Portfolio Fit Your Retirement Lifestyle?

Lifestyle considerations in creating your retirement portfolio.

Is Term Life Insurance for You?

Term insurance is the simplest form of life insurance. Here's how it works.

View all articles arrow

How Much Home Can I Afford?

Estimate how much home may fit within your budget based on income and expenses.

Comparing Mortgage Terms

Compare different mortgage term lengths side by side to find the option that fits your budget.

How Much Do I Need To Retire?

How much is enough to retire? It depends on your lifestyle, timeline, and more. Use this calculator to get a personalized est

Roth 401(k) vs. Traditional 401(k)

Compare Roth and traditional 401(k) options to see which may work better for your situation.

How Compound Interest Works

Explore how compound interest can grow your money over time with this interactive tool.

Inflation & Retirement

See how inflation over time could affect the purchasing power of your retirement income.

View all calculators arrow

A Fruitful Retirement: Social Security Benefit

Taking your Social Security benefits at the right time may help maximize your benefit.

What You Need to Know About Social Security

Every so often, you'll hear about Social Security benefits running out. But is there truth to the fears, or is it all hype?

Retirement Redefined

Around the country, attitudes about retirement are shifting.

Surprises

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

Global and International Funds

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

Should You Tap Retirement Savings to Fund College?

There are three things to consider before dipping into retirement savings to pay for college.

View all videos arrow