Our Team

Marc Bautis
Wealth Manager and Founder

Victoria Finlay
Client Service Associate

Tax Planning: Not Just a Year-End Event — With Kenneth Lam, CPA – Episode 29

November 18, 2019 By Marc

With the end of the year fast approaching, you might be starting to think about your tax situation. But as you will soon find out, it’s best to do tax planning year-round. In this episode, Marc Bautis welcomes guest Kenneth Lam, the CPA, CEO, and founder of CPA Tax & Financial Planning, to discuss ways […]

Why Medicare Parts A and B Aren’t Enough with Victoria Finlay- Episode 28

October 24, 2019 By Marc

A lot of people with Medicare wrongly believe that having only Parts A and B will be sufficient. With open enrollment period in full swing, now is the time to make adjustments to get complete coverage. In this episode, Marc Bautis welcomes returning guest Victoria Finlay to uncover why Parts A and B don’t cut […]

Can a Reverse Mortgage Fit in Your Financial Plan? — With David Faccone -Episode 27

October 1, 2019 By Marc

Are you falling short on your financial goals for your retirement? If you own your own home, do you know the value of the equity you have in it? In this episode, Marc Bautis brings on a longtime friend to discuss reverse mortgages and how they may be of benefit to your financial plan. David […]

More Podcasts

Marc Bautis
Wealth Manager and Founder

Victoria Finlay
Client Service Associate

Social

Contact

Marc Bautis Wealth Manager and Founder

Victoria Finlay Client Service Associate

Marc Bautis
Wealth Manager and Founder

Victoria Finlay
Client Service Associate