Business Details
Your Trusted Partner for Financial Planning Solutions
Bautis Financial delivers personalized financial guidance designed to empower clients toward achieving long-term security. Our approach prioritizes understanding individual goals, values, and concerns to create tailored strategies that mitigate risks and preserve wealth. Leveraging cutting-edge technology, we identify clients' risk tolerance levels to build portfolios aligned with their unique expectations. With a client-first philosophy, we offer complimentary consultations to establish meaningful connections and ensure our services meet specific needs.Our team specializes in retirement planning, business valuation, college funding, and comprehensive wealth management for individuals, families, and small businesses. By combining expertise with a proactive mindset, we help clients navigate financial complexities while maintaining focus on their aspirations. Our commitment to transparency and ethical practices ensures clients receive reliable advice grounded in decades of industry experience.
Services
Wealth Management
Retirement Planning
Business Valuation
College Planning
Risk Assessment
Highlights and features
- We offer a complimentary 'Get Acquainted' call to understand your unique financial situation.
- Our team uses cutting-edge technology to identify your acceptable risk and reward levels.
- We specialize in retirement planning for pre-retirees and retirees with tailored strategies.
- Our client-first philosophy ensures your interests always come first in decision-making.
- We provide personalized wealth management for small business owners and families.
Services
Wealth Management
Wealth management services focus on comprehensive financial strategy development to grow and preserve assets. Our team creates customized plans addressing investment management, tax efficiency, and estate planning. Clients benefit from ongoing portfolio adjustments aligned with evolving life goals and market conditions.
Retirement Planning
Retirement planning services help clients achieve financial independence through personalized savings and investment strategies. We analyze current assets, projected needs, and risk tolerance to develop actionable roadmaps. Our approach includes Social Security optimization and sustainable withdrawal planning for long-term security.
Business Valuation
Business valuation services determine accurate company worth for succession planning or sales transactions. We employ industry-specific methodologies to assess financial health, market position, and growth potential. This service helps business owners make informed decisions about their enterprise's future.
College Planning
College planning services create structured savings strategies for education expenses. We evaluate financial aid implications, tax advantages, and investment vehicles to maximize resources. Our guidance helps families balance college funding with other financial priorities effectively.
Risk Assessment
Risk assessment services identify acceptable investment risk levels through advanced analytical tools. We evaluate clients' financial situations and tolerance for market volatility to construct balanced portfolios. This process ensures investment strategies align precisely with individual comfort levels and objectives.
People
Marc Bautis
Wealth Manager and Founder
Marc Bautis founded Bautis Financial with a vision to provide personalized financial guidance. With extensive industry experience, he specializes in retirement planning and wealth preservation strategies for individuals and small businesses.
John Williams
CERTIFIED FINANCIAL PLANNER
John Williams offers expert financial planning services as a CFP professional. He focuses on creating customized retirement strategies and investment portfolios that align with clients' long-term financial goals and risk tolerance levels.
Kayla Waller
CERTIFIED FINANCIAL PLANNER
Kayla Waller provides comprehensive financial planning solutions as a CFP professional. Her expertise includes college funding strategies and wealth management for families, emphasizing long-term financial security and goal achievement.
Kyra Mackesy
Marketing Manager
Kyra Mackesy leads marketing initiatives at Bautis Financial. She focuses on delivering educational financial content and connecting clients with valuable resources through strategic digital outreach and community engagement.
Dylan Kramer
Paraplanner
Dylan Kramer supports financial planning operations by preparing detailed client documentation and investment analysis. He assists in implementing strategies while ensuring compliance with industry regulations and client-specific requirements.
Questions
What financial services does Bautis Financial offer?
Bautis Financial provides wealth management, retirement planning, business valuation, college planning, and risk assessment services tailored to individuals, families, and small businesses.
How does Bautis Financial approach retirement planning?
We create personalized retirement strategies considering your current assets, future goals, and risk tolerance. Our approach includes Social Security optimization and sustainable withdrawal planning for long-term security.
Can Bautis Financial help with business valuation?
Yes, we offer business valuation services using industry-specific methodologies to determine accurate company worth for succession planning or sales transactions while assessing financial health and growth potential.
What is the 'Get Acquainted' call?
The complimentary 'Get Acquainted' call allows us to understand your financial situation and determine if our services align with your specific needs before beginning any formal planning.
How does Bautis Financial assess investment risk?
We use advanced analytical tools to identify your acceptable risk and reward levels, ensuring portfolios align precisely with individual comfort levels and long-term financial objectives.
Do you work with small business owners?
Yes, we specialize in providing wealth management solutions for small business owners, focusing on asset protection, succession planning, and retirement strategies tailored to entrepreneurial needs.
Reviews (3)
John Williams
Dec 07, 2019
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I continue to have a great experience working with Marc and his team. Their comprehensive approach to wealth management has kept us on track and feeling confident. I highly recommend working with them.
Chrissy Maimes
Jul 19, 2019
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Attentive, person centered, knowledgeable, super kind and helpful, the list goes on and on. Marc is the best!
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!
