We build custom retirement strategies that are designed to help reduce risk, increase income and mitigate tax.
Our process begins with establishing your unique financial philosophy â the true meaning and purpose for your money in retirement. Through continued education, one-on-one meetings, and a comprehensive team-planning approach, we have helped retirees across the country pursue their financial futures.
Our team of advisors and support staff strive to deliver the very best experience in pre-retirement and retirement planning.
Case Studies
Securing a Lifetime of Care
Dan and Joanna, a couple in their early 60s, came to Howard Bailey FinancialÂŪ with a concern: how to provide financial security for their adult daughter, Emily, who had special needs. Emily, their only child, was in her 30s and had relied on...
READ THEIR STORY
Making Adjustments to Avoid Stock Losses
Nate and Erica, a couple in their late 50s, were five years away from retirement when they came to Howard Bailey FinancialÂŪ for guidance. Both had built successful careers, but ss they approached the critical years leading...
READ THEIR STORY
Maximizing a Legacy Through Strategic Estate Planning
Joe was a self-made individual who had accumulated nearly $10 million in various investments. Despite his wealth, he remained incredibly frugalâhe proudly drove the same Chevy Impala with over 200,000 miles years. Joe was single but ...
READ HIS STORY
The Importance of Estate Planning and Financial Transparency
Margaret, a recent widow in her late 80s, reached out to our office in a panic after filing her first tax return without her husband, Tom. After more than 60 years of marriage, she was not only grieving his loss but also overwhelmed by ...
READ HER STORYAs Seen On:
Take the Next Step
Whether you're at or near retirement, or you are already retired and would like a second opinion, we would love to help provide value to your unique situation! Schedule a quick, complimentary introductory call so we can learn about your goals and discuss how our retirement planning process can help address your top financial concerns.
Schedule Your Call