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Our team of advisors and the support staff at Howard Bailey Financial™ is committed to providing the very best service in the retirement planning industry today. Through continuing education, weekly team meetings and planning sessions, and a comprehensive team planning approach, we have helped hundreds of retirees across the country secure their financial futures.
Howard Bailey Financial™ is a full-service, fee-based independent advisory firm dedicated to delivering above and beyond expectations.
Contact us at firstname.lastname@example.org or call us at (866) 482-9559 to schedule a time to discuss your financial situation and the potential role of insurance or investments in your financial strategy.
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Retirement can be one of the most rewarding and fulfilling times of your life, but it can also be fraught with challenges and uncertainty. In this book, we will review a handful of actions you can take THIS YEAR to improve the efficiency of your financial life.
Investment Advisory Services may be offered through Global Financial Private Capital, LLC, an SEC Registered Investment Advisor or Howard Bailey Securities, LLC, a registered investment adviser. Global Financial Private Capital, LLC and Howard Bailey Securities, LLC are not affiliated.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
*Guarantees provided by insurance products are backed by the claims-paying ability of the issuing carrier.
The trademarks “Purpose Based Retirement,” “The Purpose Based Retirement,” and “Howard Bailey Financial” are registered trademarks ofHoward Bailey Financial. All rights reserved.
This site is published for residents of the United States only. Representatives may only conduct business with residents of the states and jurisdictions in which they are properly registered. Therefore, a response to a request for information may be delayed until appropriate registration is obtained or exemption from registration is determined. Not all of services referenced on this site are available in every state and through every advisor listed. For additional information, please contact Casey Weade at (260)482-9559 or email@example.com.