Loading...
Specialties
Where does wealth start? Many people live their entire lives hoping for a lucky break that will lead to enormous wealth.
What they don’t see is that the majority of rich people got there through patience, resolve, and years of making smart financial decisions, the first one of which is saving. Believe it or not, wealth starts with that cent you purposefully put aside the first time you make a solid resolve not to spend every dime you’ve earned. I know all of this because I’ve walked down the road to the financially stable life I lead today. I was a very disciplined saver, always putting money aside to let it grow. This is why today I can collect cars, go hunting, skiing, or sightseeing in Europe. My name is Marcus Baca and I am a Financial Service Professional that helps families and small businesses to succeed in their journey to become financially free. I have held various leadership roles in fortune 500 companies as well as in small independent businesses. Now I share my knowledge and help others go that extra mile they lack to reach financial freedom. Out of many clients that have needed my help when Covid hit, one was in a particularly bad spot after he had invested his savings into a house just months before Corona broke. Nobody could predict the pandemic, but my client was left out in the dry by having made such an illiquid investment at the worst possible moment. I managed to get him a savings plan where about 50% of his money is safe and guaranteed, so he can start building a little wealth that can later be invested in real estate or paper assets. I work for New York Life Insurance Company, one of the most secure financial companies in the industry. I also know how to keep in touch with a lot of the industry's valuable people that are a powerful resource of knowledge. Book a call with me today https://calendly.com/mabaca/discovery and get expert help on accumulating and protecting your wealth. Regards, Marcus Baca Neither New York Life Insurance Company, nor its agents, provides tax, legal, or accounting advice. Please consult your own tax, legal, or accounting professionals before making any decisions. Any testimonial on this site is based on an individual’s experience and may not be representative of the experience of other customers. These testimonials are no guarantee of future performance or success. I am not licensed in all jurisdictions.
♥
Always free for clients.
FSCP®
Chartered Designations
What do these credentials mean?
See FINRA's official explanation →
none