• Skip to main content
  • Skip to header right navigation
  • Skip to site footer
Bautis Financial

Bautis Financial

Secure your Castle, Achieve your Dreams.

  • 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
bautis financial secure your castle achieve your dreams

Life Insurance

How Infinite Banking Creates Wealth Without Losing Compound Interest

How Infinite Banking Creates Wealth Without Losing Compound Interest – Daily Flash Briefing

November 30, 2021 by Bautis Financial

Have you ever heard of infinite banking? This intriguing approach to personal finance could be the key that unlocks wealth.

Read moreHow Infinite Banking Creates Wealth Without Losing Compound Interest – Daily Flash Briefing
Understanding the Concept of Becoming Your Own Banker

Understanding the Concept of Becoming Your Own Banker – Daily Flash Briefing

November 24, 2021 by Bautis Financial

"Become your own banker" — what does that mean? In this clip from episode 86 of The Agent of Wealth Podcast, guest Anthony Faso explains what infinite banking is not...

Read moreUnderstanding the Concept of Becoming Your Own Banker – Daily Flash Briefing
How to Create Infinite Wealth Using Infinite Banking

Episode 86 – How to Create Infinite Wealth Using Infinite Banking with Anthony Faso and Cameron Christiansen

November 18, 2021 by Bautis Financial

Have you ever heard of the infinite banking strategy? This intriguing approach to personal finance could be the one key that unlocks wealth.

Read moreEpisode 86 – How to Create Infinite Wealth Using Infinite Banking with Anthony Faso and Cameron Christiansen
Do I Need Life Insurance?

Do I Need Life Insurance? 3 Variables to Consider

October 6, 2021 by Marc Bautis

Life insurance is an income replacement plan, meant to help cushion the blow of a person's death. Here's three key questions to ask yourself when determining if life insurance is worth getting.

Read moreDo I Need Life Insurance? 3 Variables to Consider
Bautis FInancial Advisor Commentary

Bautis Financial Advisor Commentary: July 23, 2021

July 23, 2021 by Bautis Financial

With inflation concerns at an all-time high, let's not forget the most important asset you can invest in: You. That, and more, in this week's Advisor Commentary.

Read moreBautis Financial Advisor Commentary: July 23, 2021
Estate Planning Using Roth IRA and Life Insurance

How to Build Your Estate Plan Using Roth IRAs and Life Insurance

March 24, 2021 by Bautis Financial

If you’re looking to leave a legacy when you pass, there are many tools to consider. Let's take a look at the advantages of a Roth IRA and Life Insurance.

Read moreHow to Build Your Estate Plan Using Roth IRAs and Life Insurance
Protecting your nest egg

How to Protect the Golden Goose

March 29, 2013 by Bautis Financial

Houses, cars and jewelry are your golden eggs, but don't forget to protect the golden goose!

Read moreHow to Protect the Golden Goose

Subscribe to Our Insights

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

Social

Follow along on social media

Contact

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

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

Copyright © 2022 · Bautis Financial · All Rights Reserved · Powered by Mai Theme

Return to top