Crystal is a Licensed Insurance Professional that was awarded a full scholarship from the Women in Insurance & Financial Services (WIFS). The Scholarship was through the American College of Financial Services for The Wealth Management Certified Professional® (WMCP®) designation. WMCP is a one year, self-study program that provides professionals with a goal-based planning framework to build tax-efficient strategies. Crystal received her certification in July 2022 and is excited to offer tax and retirement planning expertise and strategies to maximize her clients needs.
Graduates and designees of The American College of Financial Services have studied, passed rigorous exams, and proven that they not only have the technical knowledge to serve their clients, but have sworn to practice ethically and in the best interest of the people they serve.
Crystal is also a Medicare Specialist that focuses on Retirement Planning along with offering Life, Long Term Care, Dental and Vision Insurance. She is a Volunteer Educator for a National Non-Profit – Financial Education Partnership (FEP). Crystal teaches educational classes on Medicare, Social Security, Women and Wealth and more in our community.
Crystal is a Florida native and grew up in Englewood. She enjoys spending time with her husband, children and her dog. Her two passions include kayaking and volunteering.
Baacke Insurance & Financial Services has been working with clients (individual and group) for twenty years offering their knowledge and expertise by using the industry’s best software, carriers and products available to meet clients’ financial, insurance and retirement needs.