BAUTZ FAMILY FINANCIAL, LLC
BOYNTON BEACH, FLORIDA

When you meet with Frank and Sheri Bautz, you will enjoy a distinctly different wealth management experience. One that effectively elevates all aspects of the financial and investment management experience for clients seeking more personalized concierge level service and innovative thought leadership. Frank and Sheri provide access to a wide range of financial products and strategies available in the marketplace today without the restrictions and conflicts of interests commonly found in many large brokerage firms and investment banks. LPL Financial is one of the leading financial services companies and the largest independent broker/dealer in the nation*. For more than four decades, the firm has served as an enabling partner, supporting financial advisors in their goals of protecting and growing their clients’ wealth. A chief objective of LPL Financial is to reduce the complexity of running a financial services practice so advisors can focus on what they do best help their clients attain their financial goals and fulfill their dreams. With headquarters on both coasts, LPL Financial supports financial advisors in helping their clients by offering a robust mix of services and tools such as: Thousands of financial advisors nationwide rely on LPL Financial to help meet their clients’ financial needs. They do so by using the firm’s tools and resources that help them discover their clients’ priorities, dreams, and passions; analyze and develop financial plans that support every stage of their clients’ lives; and make product recommendations that put clients on the path to pursuing their goals. 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. Helpful Content The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. Some of this material was developed and produced by FMG Suite to provide information on a topic that may be of interest. FMG Suite is not affiliated with the named representative, broker - dealer, state - or SEC - registered investment advisory firm. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security. The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. Some of this material was developed and produced by FMG Suite to provide information on a topic that may be of interest. FMG Suite is not affiliated with the named representative, broker - dealer, state - or SEC - registered investment advisory firm. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.