Broker Check

2181 River Shoals Road
Mineral Wells , TX 76067

Michael Babbin

940-274-2004

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

Your Financial Future

Today’s economic environment presents many challenges. But along with these challenges comes opportunities and potential rewards for those who can identify long-term trends. 

Whether you’re facing retirement—or looking to better understand certain investment ideas—we can help you address your most pressing money questions.

Our first priority is your overall financial success. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of our foundation of success. 

Our site is filled with educational videos, articles, presentations, and calculators designed to help you learn more about the world of personal finance. As you search this website, feel free to send a note regarding any questions you may have about any particular investment concepts or products. We'll get back to you quickly with a thoughtful answer.

If you have an immediate need or desire a complimentary review, please call (940)274-2004 to schedule a meeting.

Services

We create strategies tailored to your goals

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Information

We provide important information about finance to our customers.

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Our Team

We enjoy building trusted relationships that span generations.

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Helpful Content

A New Way to Look at Your Bucket List

A New Way to Look at Your Bucket List

Bucket lists don’t have to be for tomorrow.

Choosing a Business Structure

Choosing a Business Structure

Entrepreneurs all face the same question, “Which business structure should I adopt?”

Investment Challenges of the Affluent Investor

Investment Challenges of the Affluent Investor

Affluent investors face unique challenges when putting together an investment strategy. Make sure you keep these in mind.

 

Saving Early & Letting Time Work for You

See how starting early—not saving more—can be the most powerful move you make for your long-term future.

Understanding Marginal Income Tax Brackets

An inside look at how marginal income tax brackets work.

Find That Lost Retirement Account

With over 24 million “forgotten” 401(k) accounts, you may be surprised to learn of your unclaimed “found” money.

How to Appeal Your Property Taxes

For homeowners who think their property taxes are too high, there are ways to appeal.

How to Read Your Credit Report

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

The Pros and Cons of an NUA Strategy

Learn the advantages of a Net Unrealized Appreciation strategy with this helpful article.

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Inflation & Retirement

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

Bi-Weekly Mortgage Payments

See how switching to bi-weekly mortgage payments could reduce interest and shorten your loan.

Lifetime of Earnings

Estimate how much you may earn over your working years based on your current income.

What Rate Would I Need to Earn on My Savings?

Work backwards from your savings goal to find the rate of return you'd need to get there.

What's Your MPG?

Calculate your vehicle's fuel efficiency and see what you're spending on gas annually.

IRA Income

Estimate the potential monthly income your IRA balance could generate in retirement.

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Bridging the Confidence Gap

In the world of finance, the effects of the "confidence gap" can be especially apparent.

The Latte Lie and Other Myths

Check out this video to begin separating fact from fiction.

Should You Invest in Exchange Traded Funds?

There are thousands of ETFs available. Should you invest in them?

A Fruitful Retirement: Social Security Benefit

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

Your DNA Test

A Detailed Needs Analysis (DNA) can be a simple way to care for loved ones, no matter what the future may hold.

Forecast

This short video helps explain why markets can be as unpredictable as the weather.

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