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.
U.S. Personal Savings Rate
What can be learned from the savings rate?
How to Make the Tax Code Work for You
When you take the time to learn more about how it works, you may be able to put the tax code to work for you.
Important Birthdays Over 50
Here's a look at several birthdays and “half-birthdays” that have implications regarding your retirement income.
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Executors can value the estate on the date of death, or on its six-month anniversary —the “Alternate Valuation Date."
It sounds simple, but paying yourself first can really pay off.
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This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
This calculator helps estimate your federal estate tax liability.
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This calculator shows how inflation over the years has impacted purchasing power.
Use this calculator to estimate your capital gains tax.
Determine if you are eligible to contribute to a traditional or Roth IRA.
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.
A presentation about managing money: using it, saving it, and even getting credit.
Using smart management to get more of what you want and free up assets to invest.
Investment tools and strategies that can enable you to pursue your retirement goals.
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