Your 2018 Year-End Financial Checklist: Part 1 Do you wait until April to look over your finances? If so, you’re not alone; most people wait until spring to do a review. But there are financial matters that need to be taken care of by December 31st. Today, Marc Bautis is kicking off a new mini-series […]
The Retirement Fitness Challenge
Do you want to become financially fit enough to live the retirement of your dreams? Whether you want to cruise your way around the world, play the earth’s greatest golf courses, or spend every second you can with your grandchildren, you’re about to make that possible by taking The Retirement Fitness Challenge.
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We use cutting edge technology that identifies your acceptable levels of risk and reward. Using this tool, we ensure that your portfolio defines your investment goals and expectations.
Together we can take the guesswork out of your financial future.
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We believe that client interests always come first. That's why we seek to establish a personal connection with each and every one of our clients. We offer a complimentary "Get Acquainted" call to learn about your financial situation and see if our services are right for you.
Our wealth management approach combines exceptional customer service with proven investment strategies for an even better tomorrow. We take the time to understand your plan and value the relationship we form together. Within our partnership, we welcome you to ask questions, discuss changes of course and to monitor the progress of your portfolio at any time.
#2 – Six Threats to Your Retirement There are unforeseen risks that could knock your retirement plan off course. In today’s episode, Marc Bautis will help you better prepare for retirement by walking you through six potential risks. Explaining each risk in a way that is easy to understand, Marc discusses: Account for inflation as […]
#1 – Introduction to Marc Bautis, Wealth Manager and Founder of Bautis Financial August 30, 2018 Welcome to the inaugural episode of the Agent of Wealth podcast. It’s time to learn all about your host, Marc Bautis, wealth manager and founder of Bautis Financial. Marc discusses why he’s adamant about providing client education, why he’s […]