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 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.
Latest Posts
What Is Profit First? – Daily Flash Briefing
In this clip from episode 80 of The Agent of Wealth Podcast, Aimee Laliberte explains what profit first is.
The 4 Main Sources of College Money
Learn how to identify the types of schools that will be most generous, and how to drill down to evaluate aid practices of individual colleges.
Episode 80 – How To Improve Your Finances Using the Profit First System with Aimee Laliberte
Become highly profitable and highly successful with this business accounting strategy that flips the script on how business owners typically think about money.