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.
Getting a Head Start on College Savings
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Your Changing Definition of Risk in Retirement
A change in your mindset during retirement may drive changes to your portfolio.
A Bucket Plan to Go with Your Bucket List
Longer, healthier living can put greater stress on retirement assets; the bucket approach may be one answer.
Understanding some basic concepts may help you assess whether zero-coupon bonds have a place in your portfolio.
In the event of an unforeseen accident or illness, disability insurance may be a good way to protect your income and savings.
Gaining a better understanding of municipal bonds makes more sense than ever.
To choose a plan, it’s important to ask yourself four key questions.
Here's a breakdown of how the federal government spends your tax money.
Here's one strategy that combines two different annuities to generate income and rebuild principal.
Determine your potential long-term care needs and how long your current assets might last.
Assess whether you are running “in the black” or “in the red” each month.
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
Use this calculator to estimate your capital gains tax.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
This calculator shows how inflation over the years has impacted purchasing power.
There are some smart strategies that may help you pursue your investment objectives
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
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How federal estate taxes work, plus estate management documents and tactics.
Using smart management to get more of what you want and free up assets to invest.
The importance of life insurance, how it works, and how much coverage you need.