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.

Hope isn’t a strategy. Protection is what keeps your business resilient when the unexpected happens. This episode of Ma...
05/28/2026

Hope isn’t a strategy. Protection is what keeps your business resilient when the unexpected happens.

This episode of Make It Personal discusses why planning for the unexpected is essential and how the right protection strategies can help prevent disruption from becoming disaster.

🎧 Learn more: https://mutualofomaha.co/4dXOvnY

05/25/2026

Let’s take a moment to pay tribute to the courageous men and women whose unwavering commitment and ultimate sacrifice have helped protect and preserve the freedoms we cherish.

What if your financial decisions today could support your life now and create opportunities for generations to come? Epi...
05/21/2026

What if your financial decisions today could support your life now and create opportunities for generations to come?

Episode 72 of Make It Personal explores the “Legacy Loop” and how intentional planning can help you build wealth that extends beyond your lifetime.

🎧 Watch here: https://mutualofomaha.co/4dzJ1zo

Did you know American alligators were once on the endangered species list? Learn about their incredible conservation sto...
05/18/2026

Did you know American alligators were once on the endangered species list? Learn about their incredible conservation story through the lens of Mutual of Omaha’s Wild Kingdom. Go back to 1985 with the classic series episode “Operation Alligator.” Then, tune in for Wild Kingdom Protecting the Wild’s “Graduation Day for a Gator” to see how alligator conservation has evolved over four decades.

Discover the American alligator’s story. https://wildkingdom.co/3Ponx0b

If April is the only time you think about taxes, you may be leaving opportunities on the table. Episode 71 of Make It Pe...
05/14/2026

If April is the only time you think about taxes, you may be leaving opportunities on the table.

Episode 71 of Make It Personal focuses on shifting from reactive filing to proactive tax strategy and how that can create more control year-round.

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

If you couldn’t run your business tomorrow, what would happen next? Episode 70 of Make It Personal focuses on why buildi...
05/07/2026

If you couldn’t run your business tomorrow, what would happen next?

Episode 70 of Make It Personal focuses on why building a business that can operate without you is key to increasing value and creating a more secure exit.

🔗 Watch here: https://mutualofomaha.co/42h5099

05/04/2026

Major life transitions often come with financial shifts.

This episode of Make It Personal explores how the empty nest phase can open the door to new planning opportunities and priorities.

🎧 Watch here: https://mutualofomaha.co/48GGxh4

04/27/2026

If owner compensation is inconsistent, it can create unnecessary financial stress.

This episode of Make It Personal walks through how more intentional pay strategies can support both business and personal finances.

🎧 Watch here: https://mutualofomaha.co/3P2XlYY

Many business owners pay themselves last. But if your business can’t support consistent owner pay, it may be time to ret...
04/23/2026

Many business owners pay themselves last. But if your business can’t support consistent owner pay, it may be time to rethink the structure.

Episode 68 discusses how building in compensation can create stability for both you and your business.

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

04/20/2026

Revenue doesn’t always reflect financial stability—cash flow does.

This episode of Make It Personal breaks down why understanding your cash position is key to making confident business decisions.

🎧 Watch here: https://mutualofomaha.co/3QjJaiw

Address

122 W John Carpenter Freeway
Irving, TX
75039

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Tuesday 7am - 6pm
Wednesday 7am - 6pm
Thursday 7am - 6pm
Friday 7am - 6pm
Saturday 9am - 2pm

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