At Howard Bailey Financial, our mission is to always seek a better approach, a better method, a better answer, and a better result to the financial challenges and objectives of the people we serve. At the base of our mission lie our values:
Your Advisory Team has been charged with the responsibility of thoroughly understanding your goals and dreams, using their knowledge and experience to help you realize them.
Casey Weade is a retirement planning professional and published author, as well as a sought-after speaker in northeastern Indiana on retirement planning strategies.
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Intro video from Casey
The client service team is here to ensure that your experience with Howard Bailey is above and beyond expectations. Your team is here to assist with various service items and any additional requests in regards to your customized retirement plan, as well as annual and quarterly review preparation.
The operations team wears many hats, but their main focus is to make sure our day-to-day operations run smoothly. Coordinating all educational, appreciation, corporate and charitable events throughout the year this team has it’s hands full. Aside from the many events offered throughout the year, your operations team is responsible for preparing and distributing client-related marketing and communication materials, as well as facilitating and following up with any scheduling requests. Assuring efficiency and productivity within the office is the name of the game!
Your team mascot, Bentley, is here to greet you with a furry, warm welcome and answer any general financial questions you may have.
To schedule a time to discuss your financial future, contact us at firstname.lastname@example.org or call us at (866) -9077 today!
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Advisory Services may be offered through Howard Bailey Securities, LLC, a registered investment advisor.
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.
By submitting your contact information, you consent to be contacted in the future regarding retirement income strategies that utilize insurance and investment products.
*Our firm provides links to third party articles in an effort to assist users in locating information on topics that might be of interest to them. Information presented has not been verified and is not guaranteed, nor can we attest to the accuracy of information provided. Linking to an article or web site does not constitute a representation of the services offered by our firm nor does it constitute an endorsement by Firm of the sponsors of the site or the products presented on the site. The information is not intended to be used as the sole basis for financial decisions, nor should it be construed as advice designed to meet the particular needs of an individual's situation.
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.