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

Learn more

Information

We provide important information about finance to our customers.

Learn more

Our Team

We enjoy building trusted relationships that span generations.

Learn more

Helpful Content

Test Your Estate Strategy Knowledge

Test Your Estate Strategy Knowledge

Estate management can help ensure that your assets are transferred according to your wishes while managing tax issues.

Fallen Tree Damage—Who Pays?

Fallen Tree Damage—Who Pays?

Your liability for damages that occur when a tree on your property falls on your neighbor’s property is not clear cut.

What Is My Net Worth?

What Is My Net Worth?

Get a snapshot of your overall financial picture by calculating your total net worth.

 

Navigating Retirement Pitfalls

Why are they made again and again? Making sense of these errors in judgment.

Managing the Risk of Outliving Your Money

Steps to help you sustain and grow your retirement savings.

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.

The A, B, C, & D of Medicare

Learn about all the parts of Medicare with this informative and enjoyable article.

What Can You Buy With 529 Distributions?

This article can be a helpful guide when beginning to prepare for education expenses.

Money Draining Food Myths

These food myths will really put a drain on your wallet.

View all articles arrow

Social Security Tax Estimator

Estimate how much of your Social Security benefit may be subject to federal income tax.

What Is My Net Worth?

Get a snapshot of your overall financial picture by calculating your total net worth.

How Compound Interest Works

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

Bi-Weekly Mortgage Payments

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

My Retirement Savings

See how your current savings rate and contributions may grow into retirement income.

The Power of 401k Catch-Ups

See how catch-up contributions after age 50 could significantly boost your retirement balance.

View all calculators arrow

How to Retire Early

Retiring early sounds like a dream come true, but it’s important to take a look at the cold, hard facts.

RE: Retirement

How does your ideal retirement differ from reality, and what can we do to better align the two?

Once Upon a Goal

Do you know how to set up your financial goals for success? This knight does.

Timing Your Retirement

This short video illustrates the importance of understanding sequence of returns risk.

4 Elements of an Estate Strategy

Learn about the importance of having an estate strategy in this helpful and informative video.

Estate Management 101

A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate.

View all videos arrow