Resources

Retirement Planning Videos

401k Rollovers

Who We Are

Social Security Planning

Not Just Another Financial Advisor

Required Minimum Distributions (RMDs)

Informational
Workshops

Strategic
Financial Planning

Advanced Planning With Retirement Analyzer

Long-Term Care
Planning

Get Access To 10 Steps to a Successful Retirement

10 Steps Access Whitepapers

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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941.907.4300

Fax: 941.907.4301

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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.