The Best Savings and CD Rates Could Rise Even Higher After Next Week’s Fed Meeting
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Planner Clients are ready to clarify, simplify, and organize all aspects of their financial life.
Organizational Management Clients are ready to use descriptive, predictive, and prescriptive analytics to help them make better decisions with their business and discover any hidden opportunities or gaps within their operations.
Investor Clients seek professional knowledge, expertise, and support to align their investment strategy with their financial goals.
We provide tailored financial planning strategies to help you reach your goals. Whether it is creating a student loan repayment strategy, maximizing employee equity compensation, or building a tax-efficient portfolio, we are here to be your lifelong financial partner. We help our clients use their financial resources as a tool for designing their ideal life.
Use our 8-step road map to help your businesses implement analytics into their organization. A data-driven organization can make better decisions about how they use their time and resources, which on average, makes them 8% more profitable and reduce expenses by 10%. The goal is to make the business work for you, so you can have more freedom to spend on what’s important.
Use our 8-step road map to help your businesses implement analytics into their organization. A data-driven organization can make better decisions about how they use their time and resources, which on average, makes them 8% more profitable and reduce expenses by 10%. The goal is to make the business work for you, so you can have more freedom to spend on what’s important.
This content is restricted to subscribers
This content is restricted to subscribers
This content is restricted to subscribers
This content is restricted to subscribers
This content is restricted to subscribers
Bautista Planning and Analytics, LLC (“BPA”) is a registered investment advisor offering advisory services in the States of Oregon and in other jurisdictions where exempted. Registration does not imply a certain level of skill or training. The presence of this website on the Internet shall not be directly or indirectly interpreted as a solicitation of investment advisory services to persons of another jurisdiction unless otherwise permitted by statute. Follow-up or individualized responses to consumers in a particular state by BPA in the rendering of personalized investment advice for compensation shall not be made without our first complying with jurisdiction requirements or pursuant an applicable state exemption.
All written content on this site is for information purposes only. Opinions expressed herein are solely those of BPA, unless otherwise specifically cited. Material presented is believed to be from reliable sources and no representations are made by our firm as to other parties’ informational accuracy or completeness. All information or ideas provided should be discussed in detail with an advisor, accountant or legal counsel prior to implementation.
Providing financial planning and business analytics consulting to small business owners.
Providing financial planning and business analytics consulting to small business owners.
by HG Pro
Planner Clients are ready to clarify, simplify, and
organize their financial life. They see the value in partnering with experienced Advisors to take a holistic approach to defining goals, analyzing options, making informed decisions, and implementing strategies to achieve their financial goals.
Planner Clients want to address their questions,
reduce financial worries, and decrease complexity so that they can focus on what matters most in life.
Planner Clients partner with us on an ongoing basis to stay informed, access expertise, and make adjustments as changes in finances, laws, and life occur.
Investor Clients seek professional knowledge, expertise and support to align their investment strategy with their financial goals.
Investor clients see the value in partnering with experienced Advisors to design, implement and manage an investment strategy, including investment research, analysis, and selection.
Investment Clients view professional management as a way to accomplish investment objectives while freeing up valued personal time.
Business Consulting and Analytic Clients are ready to use descriptive, predictive, and prescriptive analytics to help them make better decisions with their business and discover any gaps within their operations. They see the value in partnering with experienced Analyst to take a investigative approach to defining goals, analyzing operations, making informed decisions, and implementing strategies to achieve their business goals.
Business Analytic Clients want to address their questions, reduce business worries, and decrease uncertainty so that they can get better results with less effort.
Business Analytic Clients partner with us on an ongoing or project basis to stay informed, access expertise, and make adjustments as changes in the business occur.
