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.
What is your Risk Number?
Latest Posts
Episode 305 – Donating More Than Cash: A Guide to Tax-Efficient Charitable Giving With Phoenix Hafen
Charitable giving can go beyond writing a check. Phoenix Hafen of UI Charitable explains how donors can use Bitcoin, appreciated securities, private business interests and other assets to give more tax-efficiently — and how DAFs can help separate the timing of tax deductions from charitable giving.
The Difference Between Owning More and Being Diversified
Diversification isn’t about owning everything. It’s about making sure your portfolio isn’t relying too heavily on any one thing.
What July’s Inflation Report Means for Your Portfolio
Another inflation report. Another round of speculation about what the Fed will do next. But you don’t need to predict the next rate move to have a sound investment strategy. Here’s what July’s inflation numbers tell us — and why your financial plan matters more than trying to time the next move.