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 — 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. Get started by scheduling your Personal Financial Review.

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Howard Bailey Financial is the Official Wealth Management Partner of Notre Dame Athletics

University of Notre Dame and University of Notre Dame Athletics (“Notre Dame") are not current clients of Howard Bailey Securities, LLC nor Howard Bailey Financial, Inc. Legends / JMI Rights Holders, on behalf of Notre Dame, was compensated for this Endorsement, as such term is defined under SEC Rule 206(4)-1. For more information, visit howardbailey.com/nddisclosure.

Howard Bailey Financial Name to Newsweek’s prestigious list of America’s Top Financial Advisory Firms 2025

On November 22, 2024, Howard Bailey Financial was named to Newsweek’s Top Financial Advisory Firms for 2025. No compensation was provided to Newsweek to obtain inclusion on the list, but there is a licensing fee to utilize the Newsweek logo in marketing materials. Criteria may not be directly related to the quality of investment advice provided. If you’re curious, the full methodology can be found on newsweek.com/rankings/americas-top-financial-advisory-firms-2025.

Retire With Purpose™ Framework

Defining your Purpose is at the core of our planning process, followed by Financial Planning and Creating Meaning. Your L.I.F.E. Plan covers four key pillars for your money in retirement: Liquidity, Income, Flexibility and Estate Planning; plus the all-encompassing Tax Planning. In the end, we will deliver to you a customized framework that allows you to create meaning in retirement — how you embrace your purpose and live it every day.

  • Define Purpose
  • Liquidity Liquidity
  • Income Income
  • Flexibility Flexibility
  • Estate Estate
  • Tax Planning
Learn More About Our Process

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We are proud to present with the above listed stations and media outlets, which are paid sponsorships and not endorsements of Howard Bailey.

CLIENT STORIES

2502xx Website Case Study Dan and Joanna 2502xx Website Case Study Dan and Joanna

Securing a Lifetime of Care

Dan and Joanna, a couple in their early 60s, came to Howard Bailey Financial 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
Case study Nate and Erica Medium Case study Nate and Erica Medium

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 Financial for guidance. Both had built successful careers, but ss they approached the critical years leading...

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Case Study Joe Case Study Joe

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 frugal—he proudly drove the same Chevy Impala with over 200,000 miles years. Joe was single but ...

READ HIS STORY
Take the Next Step

Take the Next Step

If you have questions about your financial strategy, or you're ready to start building your Retire with Purpose Framework™, schedule a complimentary one-on-one Personal Financial Review with one of our advisors. We are here to help, and we look forward to meeting you.

Schedule Your Personal Financial Review