About Us
Bazata Wealth Management Group LLC
Bazata Wealth Management Group is able to assist in retirement income planning for a select group of business owners and individuals who desire a work optional lifestyle during retirement. With a combination of almost sixty years of financial planning experience Bazata Wealth Management Group has been able to develop their Interlocking FORMula, a planning and management process, that is very important in how they approach the Retirement Planning puzzle.
Bazata Wealth Management Group is supported by their Broker Dealer, Cetera Advisor Networks. As an independent firm, client are able to Choose from a vast selection of products in a product neutral environment. There are no mandates or sales quotas. Ron and Scott are able to assist clients in choosing what’s best for the clients, and their families. It’s all about teamwork.
More than two decades since we formed, Cetera Advisor Networks (formerly Financial Network) has grown into one of the nation’s largest independently managed broker-dealers - over 3,000 financial professionals strong. Our exclusive model combines the best of local and national expertise that only comes from teamwork.
* Retirement Income Planning * Social Security Planning
* Investment Risk Analysis * Long Term Care
* Medicare Supplement analysis * Life Insurance
* Disability Insurance