Secure Your Castle,
Achieve Your Dreams
Wealth Management
Bautis Financial’s in-depth, personal approach to financial advice and guidance empowers you to make smarter financial decisions and achieve your goals more confidently. It’s about anticipating needs, mitigating risks and eliminating distractions to keep you moving along the right path.
We take the time to genuinely understand your goals, values and concerns; develop strategies to amplify and preserve your wealth; and then put your plan into action.
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.
Remove the Guesswork
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.
Let’s Get Started
We believe that client interests always come first. That’s why we seek to establish a personal connection with each and everyone. We offer a complimentary ‘Get Acquainted’ call to learn about your financial situation and see if our services are right for you.
Latest Posts
How to Fund a Business Through An SBA 7(a) Loan – Daily Flash Briefing
This flexible form of business funding is backed by the U.S. Small Business Administration (SBA).
Episode 111 – Get Out of Debt and Build Wealth With the Cashflow Cookbook By Gordon Stein
If you’re looking for ways to save money – big and small – look no further!
Understanding Guardianship for Older Adults
Guardianship promises to be a huge issue facing Baby Boomers in the years ahead as they watch over elderly parents and wonder if the time has come to take control of mom or dad’s affairs before something bad happens.