About

At Baacke Insurance & Financial Services, we specialize in helping our clients achieve a confident and secure retirement through personalized financial services tailored for those in or approaching retirement. Since 2002, we have assisted individuals and families in navigating the complexities of retirement planning with expertise and dedication.

Our comprehensive suite of services includes:

• Medicare Supplements: We offer both individual and group Medicare supplement plans to ensure comprehensive healthcare coverage during retirement.
• Life Insurance: Protect your loved ones and assets with life insurance solutions customized to your needs and goals.
• Retirement Income Planning: Strategize your retirement income to maintain your desired lifestyle throughout your retirement years.
• Social Security Strategies: Maximize your Social Security benefits by implementing optimal claiming strategies.
• Wealth Management: Preserve and grow your wealth through personalized investment strategies tailored to your financial objectives.
• Tax Minimization Planning: Implement tax-efficient strategies to minimize your tax liabilities in retirement.
• Long-Term Care and Legacy Planning: Prepare for future care needs and create a lasting legacy for your family.

At Baacke Insurance & Financial Services, we prioritize understanding your unique financial situation before developing personalized strategies aimed at realizing the retirement lifestyle you envision. As an independent firm, we are not bound to any single company or product, allowing us to offer a diverse range of solutions that address your financial concerns and help you achieve your retirement goals.

In addition to retirement-focused services, we offer personalized insurance solutions including Medicare supplements, life insurance, long-term care insurance, group health insurance, dental & vision plans, and more.

As the Sarasota-Manatee Chapter for The Financial Education Partnership (FEP), we are proud to support financial education initiatives. FEP is a 501(c)(3) nonprofit organization dedicated to providing free educational resources to the public, underscoring our commitment to empowering individuals through financial literacy.

Contact Baacke Insurance & Financial Services today to begin your journey towards a confident and fulfilling retirement.