Helping Create Your Financial Plan

“Financial Planning” is a phrase that means something different to everyone. Whether we’re planning for retirement, buying a property, or paying for education, we all have different concerns and curiosities when it comes to money. As a Financial Advisor that holds the CFP® designation, my mission is to analyze my clients’ financial profiles and work with them to create a customized financial plan that addresses those concerns, while simultaneously capitalizing on their strengths and mitigating their risks.

My practice is distinctive from those in my industry because, to me, it’s about more than selling a product or service. It’s more than just building a financial plan and bidding farewell. My goal is to ensure that I develop a long-lasting relationship with all of my clients, and I do that in several ways. Firstly, I operate under a fiduciary standard and have a commitment to confidentiality and making recommendations solely in the best interests of my clients. Secondly, I’m very passionate about education and am always seeking to expand my knowledge to better serve the people I work with. Lastly, I tell my clients to think of me as their personal CFO – someone they can turn to for financial guidance in any matters, whether or not directly related to the work we’ve done together.

Financial well-being is a major objective in each of our lives – I look forward to helping you secure yours.

Leon Baburov, CFP®, CLTC

Financial Advisor

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