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Bautis Financial

Bautis Financial

Secure your Castle, Achieve your Dreams.

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2018 Year End Financial Planning Checklist

We’re nearing the end of 2018. That means it’s time to do some financial planning, to set the stage for a great 2019. We believe this is so important that we created a Last-Chance Financial Planning Checklist.

The checklist covers eight key areas. It only takes a few minutes to run through but the results can be important. You can download the checklist by clicking the image below.  If you would like help going through it schedule a call from my calendar.

 

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Risk Score
21 Key Stats

Recent Posts

Episode 63 – Using a Prosperity Picture to Create Your Perfect Life with Ellen Rogin

Episode 63 – Using a Prosperity Picture to Create Your Perfect Life with Ellen Rogin

March 4, 2021 By Marc

Social Security in 2021

March 2, 2021 By Marc

Quarterly Commentary 2021 First Quarter

Quarterly Commentary 2021 First Quarter

March 1, 2021 By Marc

Plan Your Finances as You Would Your Exercise – Daily Flash Briefing

Plan Your Finances as You Would Your Exercise – Daily Flash Briefing

February 25, 2021 By Marc

How to Make a Budget

February 23, 2021 By Marc

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Bautis Financial
7 North Mountain Ave
Montclair, NJ 07042
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862-205-5800
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