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To develop a financial plan for your future, it's important for your financial professional to see a complete, 360-degree view of your financial picture.

 This includes how your retirement assets are integrated and work with one another. If necessary, we can refer you to tax professionals or attorneys in our network to advise you on specific aspects of your financial plan.

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Your 2017 Guide to Maximizing Retirement Efficiency for the Purpose-Based Retirement
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  • 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.

    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.

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