Michael Babcock (CFP®, CPA)

Michael Babcock focuses in the
following client markets or areas of practice:

College/Education Planning

High Net Worth Client Needs

Investment Advice with Ongoing Management

Middle Income Client Needs

Retirement Planning & Distribution Rules

Planning Specialties

Michael helps individuals and families develop a comprehensive, structured program designed to protect, preserve, and enhance their standard of living and overall net worth so they can make progress towards their financial and non-financial goals. By basing his advice on principles that CPAs, attorneys and other fiduciaries follow – objectivity, transparency, comprehensiveness, customization, independence, collaboration, etc. – Michael can provide financial guidance in an environment that minimizes conflicts of interest, focuses on the ‘big picture,’ and gives direction and meaning to day-to-day financial choices.

Additional Information

Michael is a CERTIFIED FINANCIAL PLANNER™ practitioner and Certified Public Accountant. He holds a B.S. in Accounting from Missouri State University and is a NAPFA-registered financial advisor who is active in several Springfield civic organizations.