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. We use cutting edge technology that identifies your acceptable levels of risk and reward. Using this tool, we ensure that your portfolio defines your investment goals and expectations.
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.
- Tax Planning
The tax legislation passed late in 2017 changes the tax treatment of the various legal structures businesses use significantly.
- Risk Management
Most individuals need to plan for the financial risk of early death, disability, illness and infirmity, and liability or loss related to property ownership.
- Retirement Planning
It’s not uncommon for business owners to assume they will never retire. After all, they’re presumably doing what they love, so why not continue indefinitely?
- Investment Planning
Most small businesses are self-financed by their owners, which results in the business becoming the owner’s major or only investment.