Our Team

Marc Bautis
Wealth Manager and Founder

Victoria Finlay
Client Service Associate

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 […]

Changing Jobs? Don’t Forget About Your 401(k) – Episode 26

September 24, 2019 By Marc

Statistics show that the average person will change jobs 11 times over the course of their life. What happens to their 401(k)? In this episode, Marc Bautis talks about the five 401(k) options a person has when they leave their job. It turns out that this is one of the most important retirement decisions you […]

Is Divorce Coaching for You? – Episode 25

September 6, 2019 By Marc

Going through a divorce can be extremely stressful and overwhelming. Could you benefit from the support of a divorce coach? In this episode, Marc Bautis is joined by divorce coach Jason Levoy to discuss what it’s like to navigate the divorce process with a coach on your side. This conversation is dedicated to bringing you […]

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