Episode 10 - Financial Workshops Part 1: Maximizing Your Social Security Marc Bautis’ newest series covers content from the financial planning workshops that he and his team put on in North Jersey. In this first part, Marc teaches you how to maximize your Social Security benefit and he clears
Life Insurance Planning Simplified
Addressing the need for life insurance is an important part of every financial plan. With proper planning we can make sure that the plans we set forth will not get derailed by an early death. The key and most important component of insurance planning is the death benefit or the amount of
Client Bill of Rights
CLIENT BILL OF RIGHTS Quality of Service You are entitled to a high level of proactive, courteous service from all associates at Bautis Financial Trusted Advisors You have the right to work with a trustworthy, dependable, independent wealth advisor focused on your journey to true
Agent of Wealth Podcast – Episode 9
#9 - Understanding Risk in Your Portfolio Right now the markets are a little precarious and have been more volatile in the last month than they have been over the past decade. Are you wondering how much risk exposure you have in your portfolio? Today, Marc Bautis explains how investors can
Quarterly Market Commentary – 2018 Q4
Welcome to our quarterly market commentary video where we look at what happened with the markets in the fourth quarter of 2018 and what we can expect in the first quarter of 2019. https://youtu.be/yNEHVm9bPsM If you would like a pdf version of the commentary you can download it
Agent of Wealth Podcast – Episode 8
#8 - This is How Successful People Achieve Big Goals A lot of people want to achieve big goals, like starting a business, losing weight, investing in a real estate project—or all of the above. But many people don’t achieve their biggest goals. Why is that? In this episode, Marc