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 175 – How to Use Meditation as Business Growth Tool With Anand Balasubramanian
In this episode of The Agent of Wealth Podcast, guest Anand Balasubramanian discusses how a meditative mindset can help entrepreneurs improve performance, and how to use heart-based meditation to do just that.
Gen Z Is More Likely to Fall for Online Scams Than Their Boomer Grandparents
A new survey highlights the reality that anyone can get scammed online, including the generation of Americans that grew up with the internet.
Downshifting: Working Longer and Loving It
Working full-time and then abruptly stopping work at age 65 is no longer the only possibility for retirement. “Downshifting” allows for a more gradual process, benefiting employers and employees.