Episode 15 – What Should I Consider Before I Retire? Making the transition to retirement can be stressful unless you’re fully prepared for the financial, mental, and emotional changes that go with it. In this episode of Agent of Wealth Podcast, Marc Bautis gives you an exclusive walk-through of his retirement preparation checklist and offers […]
Wealth Management Redefined
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.
Episode 13 – 10 Cyber Security Threats and How to Combat Them As technology continues to advance, cyber security is becoming an increasingly necessary topic of conversation. In this episode, Marc and John from Bautis Financial share 10 of the most common cyber security threats for individuals’ and small business’ finances, and how to combat […]