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.
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.
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.
Finding and funding the right school at the right price can be challenging. You can get a better idea of how much any given school will really cost by accessing the resources outlined in these valuable steps.
Richard Weylman, globally recognized expert on customer experience and business success, shares client acquisition and retention strategies any business representative can use to catapult their sales and success.
Studies reveal that money remains a top challenge for many couples, with arguments over finances being common. Yet much of the tension can be avoided with these practical tips that will help you foster financial harmony with your partner.