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Bautis Financial

Bautis Financial

Secure your Castle, Achieve your Dreams.

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Individuals and Families

Bautis Financial Families

Maximizing and Protecting Your Wealth

You’re a provider and that means more than just working to provide for the here and now. You need a plan to help grow and maximize your wealth, and if things don’t go as expected, you and your family are protected from the occasional storm.

Serious illness, disability and premature death all pose real threats to your successful financial future and to the well-being of your family. This is why the foundation of a prudent wealth building plan must also include provisions to protect and preserve it.

Enjoy Your Success

Life isn’t only about protecting yourself, though. Your success is meant to be enjoyed, and Bautis Financial can help you reap the most of this success. A solid financial plan allows you the room to enjoy today without forsaking your responsibilities of planning for your future.

Bautis Financial can create a plan that fits your life, allowing you to enjoy today, while maintaining and growing your wealth for the future, and that of your family.

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Latest Podcasts

How to Teach Your Children to Invest Like a Honeybee With Henry Svec

Episode 148 – How to Teach Your Children to Invest Like a Honeybee With Henry Svec

March 24, 2023 By Bautis Financial

Henry Svec, a long-time investor turned bee-keeper, was inspired to write a children’s book based off of the similarities he saw between honeybees and essential investing principles. Tune in to see how this unique correlation can spark conversations with you and your children or grandchildren.

The Silicon Valley Bank Collapse

Episode 147 – The Silicon Valley Bank Collapse: How You Can Protect Yourself

March 16, 2023 By Bautis Financial

In the wake of unexpected bank failures, regulators have raced to contain the fallout in the U.S. banking system. But how will all of this impact the markets? And what can you do to protect yourself (and your money)?

Helping Heroes Buy and Sell Real Estate

Episode 146 – ​​Helping Heroes Buy and Sell Real Estate With C. David Cain

March 10, 2023 By Bautis Financial

Learn how military, law enforcement, firefighters, health care, emergency personnel and teachers can benefit from the Heroes Home Advantage program, which offers a generous rebate or credit when buying, selling or refinancing a home.

More Podcasts

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Contact

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

  • Schedule a Call
  • Podcasts
    • Agent of Wealth
    • Clear a Path
  • About
    • Our Approach
    • Our Team
    • Our Difference
  • Who We Work With
    • Individuals and Families
    • Small Business Owners
    • Retirees and Pre-Retirees
    • 401k Plan Sponsors
  • Insights
    • Blog
    • Business Valuation Advisor
    • College Planning Hub
    • Discover How
    • Learning Center
    • Risk Score
  • Client Access
    • Wealth Center
    • Orion

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