Allow us to Introduce Ourselves
Frank and Sheri Bautz work with successful families and professionals who want to thoroughly enjoy their retirement, without any fear that they will run out of money.
They take all the time necessary to get to know their clients and understand their unique needs. As a result, they become trusted friends and advisors. As a result of their work, client have the confidence that their financial affairs are in order.
With concierge-level attention and skill, Frank and Sheri help their clients develop a clear vision for their retirement and help them become informed decision makers.
Through their comprehensive five-step planning process, Frank and Sheri help clients with reliable income, protection of their principal, and enough growth to outpace inflation. They help remove the worry that often accompanies retirement, and work hard to replace it with the confidence that comes from knowing their financial affairs are in order. Their goal is to hear clients remark that they are happier, calmer, and enjoying life more.
Frank and Sheri have been a team in marriage and in business for over 25 years. They received their Bachelors of Science and Master Degrees sitting side-by-side, and have worked as a team ever since. Frank and Sheri bring a synergy to financial planning that other teams only dream about.
Frank and Sheri live in Boynton Beach with their three children, Stephie (26), Joshua (23), and Hope (20). Frank is an avid marathoner, having completed 18 marathons and several triathlons. After cheering for Frank from the sidelines for many years, the entire Bautz family recently took to the course together, and crossed the Disney Half-Marathon finish line, hand-in-hand.
Whether you are interested in increasing your income, securing your investments, protecting your spouse and family, or saving taxes, you can depend on Frank and Sheri for objective advice that focuses on your unique requirements.
For experienced financial advice, in a no-rush, personalized manner, please call Frank and Sheri at 561-740-1200 to schedule a complimentary consultation.
Split Annuity Strategy
Here's one strategy that combines two different annuities to generate income and rebuild principal.
Protecting Your Business from the Loss of a Key Person
Business owners may be able to protect themselves from the financial consequences of losing a key employee.
Problems with Probate
Probate can be a completely public process, or it can be managed to include as little information as possible.
Annuities are versatile tools that can help you save for retirement and generate income in retirement.
Workers 50+ may make contributions to their qualified retirement plans above the limits imposed on younger workers.
Among stock-market investors there’s long been a debate between those who favor value and those who favor growth.
Gaining a better understanding of municipal bonds makes more sense than ever.
Exchange-traded funds have some things in common with mutual funds, but there are differences, too.
Roth 401(k) plans combine features of traditional 401(k) plans with those of a Roth IRA.
Estimate how much of your Social Security benefit may be considered taxable.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
Enter various payment options and determine how long it may take to pay off a credit card.
Estimate how much you have the potential to earn during your working years.
Use this calculator to assess the potential benefits of a home mortgage deduction.
The importance of life insurance, how it works, and how much coverage you need.
Principles that can help create a portfolio designed to pursue investment goals.
A presentation about managing money: using it, saving it, and even getting credit.
How federal estate taxes work, plus estate management documents and tactics.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Using smart management to get more of what you want and free up assets to invest.