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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 Use Meditation as Business Growth Tool

Episode 175 – How to Use Meditation as Business Growth Tool With Anand Balasubramanian

September 29, 2023 By Bautis Financial

In this episode of The Agent of Wealth Podcast, guest Anand Balasubramanian discusses how a meditative mindset can help entrepreneurs improve performance, and how to use heart-based meditation to do just that.

How to Safeguard Your Parents From Senior Citizen Scams

Episode 174 – How to Safeguard Your Parents From Senior Citizen Scams

September 12, 2023 By Bautis Financial

What you should know about financial and other scams that specifically target the elderly, including what to look for, how to protect your parents, and what to do if they’ve been scammed.

How to Unlock the Value of Your Life Insurance Policy With Life Settlements

Episode 173 – How to Unlock the Value of Your Life Insurance Policy With Lucas Siegel

September 12, 2023 By Bautis Financial

Don’t let your life insurance gather dust. Learn how to convert it into a powerful financial tool that can aid you in funding your dreams, support your retirement, or provide for your loved ones in a whole new way.

More Podcasts

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Contact

Bautis Financial
8 Hillside Ave
Suite LL1,
Montclair, NJ 07042
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862-205-5800

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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