Cary Bazan/Financial Advisor

Cary Bazan/Financial Advisor I aim to collaborate with you to create a personalized plan that we stick to, helping ensure your long-term financial success. Member FINRA/SIPC.

Securities and advisory services through Mutual of Omaha Investor Services, Inc. Affiliations: Toastmasters, USTA, Chase Oaks Church
Interests: Tennis, Pickleball, Theatre
Products: Life Insurance, Long Term Care Insurance, Annuities, Disability Insurance, Critical Illness Insurance
Mission: Legacy

This is not an offer or solicitation in any jurisdiction where we are not authorized to do business

1.‎ Insurance Licensed in: Texas 2. If references are made of the Mutual of Omaha companies and their products or services, please refer to the following link for important information: http://www.mutualofomaha.com/disclosure/ 3. Securities and advisory services offered through Mutual of Omaha Investor Services, Inc., Member FINRA (www.finra.org)/SIPC(www.sipc.org). 4. Mutual of Omaha Financial Advisors is the marketing name for Mutual of Omaha Investor Services, Inc. 5. Mutual of Omaha companies are not affiliated. 6. The third-party comments displayed are not verified, may not be accurate and are not necessarily representative of our client experiences. 7. This page/profile may contain links to a variety of sites maintained by third parties. We do not endorse, warrant or approve of the content, correctness or accuracy of those third party sites. 8. Insurance products and services are offered by various underwriting companies. Underwriting company is dependent upon insurance product sold.

Many families spend years focusing on one goal: saving for college.But once college begins, new questions emerge around ...
09/03/2026

Many families spend years focusing on one goal: saving for college.

But once college begins, new questions emerge around withdrawals, qualified expenses, and making the most of those education savings.

Episode 87 of Make It Personal explores the next phase of the college planning journey.

🎧 Watch here: https://mutualofomaha.co/4zPiUPr

Have you ever wondered if technology can really understand what's most important about your financial goals?Episode 86 o...
08/27/2026

Have you ever wondered if technology can really understand what's most important about your financial goals?

Episode 86 of Make It Personal explores the growing role of AI in financial planning and why personal priorities still matter when making important money decisions.

🎧 Watch here: https://mutualofomaha.co/4xrcKDq

Many families are balancing several financial priorities at once.Saving for retirement, helping children through college...
08/20/2026

Many families are balancing several financial priorities at once.

Saving for retirement, helping children through college, managing debt, and preparing for the future can feel overwhelming without a plan.

This episode of Mutual of Omaha Advisors' Make It Personal Podcast shares a meaningful conversation about helping families gain clarity and confidence when making important financial decisions.

🎙️ Watch Episode 85: https://mutualofomaha.co/45I5WFc

Do all catch-up contributions now have to be Roth? Episode 84 of Make It Personal clears up one of the biggest misconcep...
08/13/2026

Do all catch-up contributions now have to be Roth?

Episode 84 of Make It Personal clears up one of the biggest misconceptions surrounding the SECURE 2.0 legislation by explaining who the new Roth catch-up contribution rules apply to—and why understanding the details can lead to better retirement and tax planning decisions.

Watch here: https://mutualofomaha.co/4wuN9Iy

What if your Required Minimum Distribution is more than you actually need to spend? Episode 83 of Make It Personal explo...
08/06/2026

What if your Required Minimum Distribution is more than you actually need to spend?

Episode 83 of Make It Personal explores why RMDs are simply a withdrawal rule—not a spending rule—and how thoughtful planning can help you make more intentional retirement decisions.

Watch here: https://mutualofomaha.co/3UfUSMU

Have you ever noticed how quiet it gets when work ends? Episode 82 of Make It Personal explores why retirement is about ...
07/30/2026

Have you ever noticed how quiet it gets when work ends?

Episode 82 of Make It Personal explores why retirement is about more than managing investments.

Watch here: https://mutualofomaha.co/3TwtCth

What if the biggest threat to your retirement isn't the market—but an unexpected long-term care event?Episode 81 of Make...
07/23/2026

What if the biggest threat to your retirement isn't the market—but an unexpected long-term care event?

Episode 81 of Make It Personal features Mutual of Omaha Advisor John Bronzema, who shares how coordinated planning helped one couple protect their retirement income, prepare for future care needs, and leave a meaningful legacy for their family.

Watch here: https://mutualofomaha.co/4hysZt0

A big birthday shoutout to Co-Host Peter Gros, who’s been a part of the Wild Kingdom team since 1985! Celebrate Peter’s ...
07/18/2026

A big birthday shoutout to Co-Host Peter Gros, who’s been a part of the Wild Kingdom team since 1985! Celebrate Peter’s birthday with us by doing one of his favorite things — getting outside to enjoy nature!

Watch Peter on Mutual of Omaha’s Wild Kingdom Protecting the Wild on NBC and classic Wild Kingdom episodes on YouTube. https://mutualofomaha.co/4vWpzEl

Think all the money in your Roth 401(k) automatically moves into a Roth IRA?Not always.This week's episode discusses how...
07/16/2026

Think all the money in your Roth 401(k) automatically moves into a Roth IRA?

Not always.

This week's episode discusses how Roth and pre-tax dollars are tracked during a rollover, why changing investments doesn't affect the tax treatment of your money, and the important difference between a rollover and a Roth conversion.

Watch here: https://mutualofomaha.co/4flZ8BA

Did you know that sharks actually help increase the number of fish in our ocean? This Shark Month, discover the truth be...
07/13/2026

Did you know that sharks actually help increase the number of fish in our ocean? This Shark Month, discover the truth behind this misunderstood animal.

Watch as Mutual of Omaha’s Wild Kingdom Protecting the Wild Co-Host Peter Gros goes on a shark expedition with conservationists to help track bull sharks. https://youtu.be/-rSpbb_FgzY

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