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Bautis Financial

Bautis Financial

Secure your Castle, Achieve your Dreams.

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2019 Year End Financial Planning Checklist

We’re nearing the end of 2019 That means it’s time to do some financial planning, to set the stage for a great 2020. 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.

Bautis Financial Insights

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