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Bautis Financial

Bautis Financial

Secure your Castle, Achieve your Dreams.

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bautis financial secure your castle achieve your dreams

Financial Goals

Financial Issues to Consider at the Start of the Year

Episode 136 – Financial Issues to Consider at the Start of the Year

December 29, 2022 by Bautis Financial

Looking to make a fresh start this year? This episode covers all the items you should consider when completing a financial check-up.

Read moreEpisode 136 – Financial Issues to Consider at the Start of the Year
Generational Planning

Why You Should Talk to Your Financial Advisor About Generational Planning

September 9, 2022 by Bautis Financial

When you have a multigenerational family, financial planning has a few different twists. Here are eight areas to focus on with your financial advisor to create a successful future for all.

Read moreWhy You Should Talk to Your Financial Advisor About Generational Planning
Business woman meditating in the office.

Episode 63 – Using a Prosperity Picture to Create Your Perfect Life with Ellen Rogin

March 4, 2021 by Bautis Financial

Discover how tapping into your creative mind can help you build towards a secure financial future.

Read moreEpisode 63 – Using a Prosperity Picture to Create Your Perfect Life with Ellen Rogin
New Year's Resolution Tips

5 New Year’s Resolution Tips

December 28, 2020 by Bautis Financial

Increase your chances of success by following these five resolution tips.

Read more5 New Year’s Resolution Tips

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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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