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Bay City Financial, LLC John VucicevicChartered Life Underwriter |
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Business Description
John M. Vucicevic, Chartered Life Underwriter is President and Founding Principal of Bay City Financial, LLC in Panama City Beach Florida. The mission of the firm is to assist our client in achieving their goals and objectives that are most important to them by integrating all areas of planning including financial, insurance, tax and legal strategies. We assist them in gaining clarity in a world of increasing complexity by serving as our client’s “Personal CFO.”
As a result of Mr. Vucicevic’s planning strategies, affiliation with CPA’s and Tax Attorneys his clients enjoy Total Wealth Optimization. Because they are freed from the chains of financial worry, they are able to spend time doing the activities that bring them the most internal satisfaction. They are clear about what is important to them in life and understand that money is nothing more than a tool for them to use to support their value system.
Each year, Mr. Vucicevic educates area investors by holding educational seminars open to the public. Topics for all his discussions include: taking money out of IRA’s tax-free, stopping the unfair tax on your Social Security Income, how to get long-term care protection without paying annual premiums, safe investment alternatives, protecting yourself from market losses, the ever changing landscape of IRA rules and how to maximize benefits, and much more.
General Information
Mr. Vucicevic has been assisting his clients achieve their financial objectives since 1983. He holds over a dozen licenses and designations and continues improving his knowledge base by attending several advanced planning educational meetings held throughout the year. He is a highly sought after speaker, and has been featured at many industry events most recently speaking in Las Vegas about his practice.
John is a resident of Panama City Beach and is happily married to his wife, Laura of 14 years. He enjoys spending time with his 2 boys, Evan and Andy.
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