Bautis Financial's in-depth, personal approach to financial advice and guidance empowers you to make smarter financial decisions and achieve your goals more confidently. It's about anticipating needs, mitigating risks and eliminating distractions to keep you moving along the right path.
We take the time to genuinely understand your goals, values and concerns; develop strategies to amplify and preserve your wealth; and then put your plan into action.Do you want to become financially fit enough to live the retirement of your dreams?
We take the time to genuinely understand your goals, values and concerns; develop strategies to amplify and preserve your wealth; and then put your plan into action.Do you want to become financially fit enough to live the retirement of your dreams?
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We work with you to articulate the goals that you find most meaningful, both in the short and long term. For instance, your near-term focus may be on gaining access to unique investment opportunities that complement your business, but your long-term priority may be passing wealth onto your children in a way that allows them to thrive.
Uranium, a fuel source for nuclear energy, helps power 20% of energy in the United States. What's more: It's considered a clean energy source, approved by many environmentalists. Discover investment opportunities for this alternative asset. Episode 80 - How To Improve Your Finances Using the Profit First System with Aimee Laliberte.
Before, what is considered the second running boom started in the early 2000's, "running" was considered taboo but as the the 21st century progressed it's popularity sky rocketed. Completing the marathon became a bucket list item for many and new runners were hitting the roads by the millions. When Dave Welsh bought the Haddonfield Running.
At Bautis Financial, we go beyond simply managing your money. We work with our clients to help them realize their ideal lifestyle today, and into the future. You deserve peace of mind and a confident feeling of control when it comes to your finances. It's our job to help our clients consider the complete picture when it comes to financial planning.
You're a provider and that means more than just working to provide for the here and now. You need a plan to help grow and maximize your wealth, and if things don't go as expected, you and your family are protected from the occasional storm. Serious illness, disability and premature death all pose real threats to your successful financial future and to the well-being of your family.
Reviews (3)
John Williams
Dec 07, 2019
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Chrissy Maimes
Jul 19, 2019
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Maria Diaz
Dec 17, 2018
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Taking control of your financial future can be such a daunting task. It's like a whole other language! I trust Marc, at Bautis Financial, to be my personal translator and navigator through the world of financial planning. I'm not retiring any time soon, but when I am ready to retire, I plan on being financially ready. Thank you, Marc, for always being available when I have questions!
