Baacke Insurance Services - Brian Baacke - Sarasota, Florida

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    • Our Team
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    • Services
    • Retirement Income Strategies
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    • Investment Planning
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    • Estate Preservation
  • Tax Center
    • Tax Tips
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    • Tax Calendar
  • Resources
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  • Home
  • About
    • Our Team
  • Services
    • Services
    • Retirement Income Strategies
    • Tax-Efficient Solutions
    • Investment Planning
    • Long-Term Care
    • Estate Preservation
  • Tax Center
    • Tax Tips
    • Tax Rates
    • Tax Calendar
  • Resources
  • Blog
  • Contact

Estate Preservation

Our main goal is your main goal with estate preservation: to provide for your family, including spouses, children, grandchildren, parents and siblings. We help you to design a strategy that allows you to share your life’s successes with others during your lifetime and direct distribution after death. We will work with you to prioritize the goals for your estate and customize a strategy to meet your long-term needs. Whether you are trying to minimize the impact of taxes or simply guarantee your heirs will receive what you have originally planned, Baacke Insurance & Financial Services will work with you to execute the proper strategies for you.
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Home
About
Services
Tax Center
Resources
Blog
Contact

Brian Baacke

7261 Delainey Court
Sarasota, FL 34240
P: 941.907.4300
​F: 941.907.4301
[email protected]

This information is designed to provide a general overview with regard to the subject matter covered and is not state specific. The authors, publisher and host are not providing legal, accounting or specific advice for your situation.
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Brian Baacke & Karin Botelho offer Securities and Advisory Services through Client One Securities, LLC Member FINRA/SIPC and an investment advisor.  Baacke Insurance & Financial Services and Client One Securities, LLC are not affiliated.