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
Bankrupt FTX Asks for $90 Million in Political Donations Back
Former FTX CEO Sam Bankman-Fried and FTX Digital Markets Co-CEO Ryan Salame were two of the largest political donors during the last election cycle. Now, the company’s debtors want the money back.
Market Recap Week of 1/30/2023 Through 2/03/2023
The S&P 500 index rose 1.6% last week amid better-than-expected quarterly results from some companies and a slower pace of rate increases from the Federal Open Market Committee. The index is now up 7.7% for the year.
The Pros and Cons of Adding Annuities to Your Portfolio
Annuities can offer fixed income for those in retirement, but as with all investments, you should weigh the pros and cons before deciding to purchase an annuity. Here are the benefits and drawbacks of this income-generating tool.