Complimentary Portfolio Review

Smarter investment decisions are only a click away.

Risk tolerance is more than simply being classified as a “conservative” or “aggressive” investor based on your age. Just as every person is different, every investor is different.

How does this work?

First, you’ll complete a five-minute questionnaire that will ask you about your investment portfolio, top financial goals and how much you’re willing to risk for potential gains.
 Using this information, we will determine your Risk Number based on:

  • The amount of risk you want
  • The amount of risk you need to reach your goals
  • The amount of risk in your current portfolio

Once you have your Risk Number, we will work with you to engineer your portfolio so that it matches your desires for retirement.

Ready to get started? Contact us today or Click the button below!

Affiliations

Click for the BBB Business Review of this Financial Planning Consultants in Asheville NC

Recent TV Appearances

View Howard Bailey Financial™ in the local and national media.

Learn More

Take the Next Step


Order Your Copy!

Attend an Event

Request a Consultation

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 caseyweade@howardbailey.com.

Privacy Policy | Terms of Use | ADV Part2A