Miguel Bacata

Financial consultant (show on map)

4.9

★★★★★

8 reviews

Bacatá Financial Group offers the Bacatá Method, individual and business financial solutions, and supplemental benefits to empower clients financially.

Call (401) 306-3816

Navigate to Visit website

About

Bacatá Financial Group, led by Miguel Bacata, is an independent financial services firm based in Providence, RI. With over 10 years of experience, they serve clients across Rhode Island, Massachusetts, New Jersey, and Texas.

The firm specializes in the Bacatá Method, a comprehensive educational journey that teaches financial fundamentals and mindset shifts. Services include individual financial solutions (estate planning, retirement planning, life insurance, debt pay-off, financial literacy), business financial solutions (Business Savings Program, Supplemental Benefits, Infinite Banking, Commercial Insurance), and digital resources like ebooks and templates. The company collaborates with notable clients and emphasizes a unique approach to financial planning derived from real-life experiences and proven strategies.

Unique Bacatá Method focusing on mindset and personal growth

Tailored financial solutions for Latin American immigrants

Innovative Business Savings Program (SAVVY)

Comprehensive supplemental benefits for employees

Services

Bacatá Method

A comprehensive educational journey teaching financial fundamentals and mindset shifts to achieve desired financial lifestyles.

6 practical workshops In-person or online delivery Focus on mindset, attitude, vital energy, money flow, managing money, and turning life into a winning game

Individual Financial Solutions

Tailored financial planning and coaching for individuals, including estate planning, retirement planning, college planning, life insurance, debt pay-off, and financial literacy.

Business Financial Solutions

Financial strategies and services for businesses to improve cash flow, employee retention, and overall financial health.

Business Savings Program (SAVVY) Supplemental Benefits Infinite Banking Commercial Insurance

Ebooks & Templates

Printable templates and digital resources to implement key financial aspects in personal and business life.

Credentials & Certifications

Professional Coaching based on Neuroscience Diploma

Licensed to provide financial services in the U.S.

Reviews

Rating

4.9

★★★★★

Reviews

"Thank you Miguel for all that you have done for me."

Frequently Asked Questions

What is the Bacatá Method? +

A comprehensive educational journey teaching financial fundamentals and mindset shifts to achieve desired financial lifestyles.

How does the Business Savings Program (SAVVY) work? +

SAVVY is an innovative solution that enhances cash flow and employee retention, saving an average of $500 per enrolled employee annually and offering up to a 5% reduction in workers’ compensation expenses through a partnership with a leading national agency.

What are the benefits of Infinite Banking? +

Infinite Banking provides a wealth-accumulating mechanism within a company structure via whole life insurance policies, offers tax advantages, enhances financial flexibility, and mitigates risk by providing liquidity during economic downturns.