Knowledge is power.
At Baacke Insurance & Financial Services, we feel it is important for our clients to be well-informed and knowledgeable in every aspect of their financial situation. Our workshops, seminars and webinars are designed to help you develop your financial literacy and understanding so we can work together, as partners, on your retirement journey.
Our workshops cover a variety of topics from Medicare and Social Security, to retirement income planning and tax strategy. There is never a charge for, or any obligation by attending, one of our complimentary workshops. View and register for an upcoming event below!
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Fax: 941.907.4301
© 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.