BAACKE INSURANCE & FINANCIAL SERVICES
Retirement Planning & Wealth Management Services
RETIREMENT INCOME | MEDICARE | INSURANCE | TAX STRATEGIES
We specialize in helping our clients prepare for the best retirement possible.
2025
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Helping people retire on their terms since 2002!
Baacke Insurance & Financial Services has been providing our clients with the strategies and services they need to have a successful retirement since 2002. We work with individuals, families and groups, including employers, both large and small, hospitals, counties, schools, associations and more, throughout the U.S. from our office based in Southwest Florida.
Managing your retirement assets is a daunting task that requires thoughtful, knowledgeable counsel. Let our retirement planners and financial advisors guide you through the process of designing a retirement plan that makes sense for you and addresses your financial issues at various stages of life.
Meet The Baacke Team
At Baacke Insurance & Financial Services, we strive to go the extra step every day because we believe the most-aligned and reliable retirement plans come from offering personable and top-notch service. Everyone at Baacke Insurance & Financial Services strives for 100 percent customer satisfaction, starting with the simple things like returning your call or email. Making sure your questions are handled quickly and properly is our top priority, as we strive to be your trusted resource—going the extra step every day.
Videos
Could your tax bill in retirement be too big?
If you’ve saved for retirement in an IRA, 401(k) or other tax-deferred vehicle, you have a tax bill due in retirement. That’s because you’ve deferred your taxes to the future.
Do you know the size of your potential tax bill?
Find out in 3 easy steps:
Is your retirement plan built to withstand a bear market?
Download your complimentary Bear Market Survival Guide to learn how to protect
your retirement plan from market volatility.
Get Access to Our Financial Cheat Sheet Library
These resources are designed to help you easily understand a variety of complex financial topics so you can make the right decisions for you and your family.
- 2024 Social Security Cheat Sheet
- 2024 Tax Cheat Sheet
- 2024 401(k) Rollover Cheat Sheet
- 2024 Roth Conversions Cheat Sheet
- 2024 Capital Gains Cheat Sheet
- 2024 Medicare Cheat Sheet
- 2024 Estate Planning Cheat Sheet
- 2024 Financial Planning Checklist
- And more!
Retirement Cheat Sheets
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WORKING TOGETHER TO ACHIEVE YOUR FINANCIAL AND RETIREMENT GOALS THROUGH EDUCATION
Upcoming Workshops & Events
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Fax: 941.907.4301
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© 2023 All Rights Reserved | Baacke Insurance & Financial Services
7261 Delainey Ct, Sarasota, FL 34240
Brian Baacke & Karin Botelho offer Securities and Advisory Services through CreativeOne Securities, LLC Member
FINRA/SIPC and an investment advisor. Baacke Insurance & Financial Services and CreativeOne Securities, LLC are not affiliated.
Licensed Insurance Professional. We are an independent financial services firm helping individuals create retirement strategies using a variety of investment and insurance products to custom suit their needs and objectives. This material has been prepared for informational and educational purposes only and is not endorsed or affiliated with the Social Security Administration or any government agency.. It is not intended to provide, and should not be relied upon for, accounting, legal, tax or investment advice.