• Skip to primary navigation
  • Skip to content
  • Skip to footer
Bautis Financial

Bautis Financial

Secure your Castle, Achieve your Dreams.

  • Podcasts
  • 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
    • Discover How
    • Risk Score
    • Workshops
    • Learning Center
  • Client Access
    • Wealth Center
    • Orion
  • Facebook
  • LinkedIn
  • Twitter
  • YouTube
  • Schedule a Call

Learning Center

Learning Center

Featured Courses

Retirement Accounts

Learn the pros and cons of each of the 6 options you have with your retirement account when you leave your job

    Understanding your investment risk

    Investments

    To Be Scheduled

    Are the investments in your portfolio correlated to how much risk you need to take to ensure a secure retirement?

      Taxes

      To Be Scheduled

      Lear how to take advantage of the three most recent massive tax law changes: TCJPA, SECURE Act, CARES Act

        Estate Planning

        To Be Scheduled

        Learn about estate planning laws and legacy building strategies related to wealth preservation and taxation.

          Business Owners

          To Be Scheduled

          Learn about how to calculate the value of your business and how it can help in planning for your business and life in general

            Social Security

            To Be Scheduled

            Learn how to analyze when the best time to apply for social security is to maximize your benefits

              Bautis Financial Insights

              Subscribe to Our Insights

              Sign up to receive valuable financial insight and updates straight to your inbox each month.

              Footer

              Social

              Stay in Touch
              • Facebook
              • LinkedIn
              • Twitter
              • YouTube

              Contact

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

              Copyright © 2021 · Business Pro Theme on Genesis Framework · WordPress · Log in