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. Howard Bailey leverages the partnership for advertising, events and recruiting efforts 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.

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

What Others are Saying

We absolutely Love the Howard Bailey Inc in Mishawaka (and Fort Wayne as far as that goes). We had a financial group for 30 years. We thought they were "ok" but after meeting and switching to Howard Bailey, we couldn't be happier! The former financial group didn't even try to keep our business, after 30 years!! No contact, no letter, no nothing! Where as Howard Bailey was happy to get our business! Our only regret is that we didn't do it sooner...

Rich M
The Testimonial above was provided by a client of Howard Bailey Financial, Inc. and/or Howard Bailey Securities, LLC (“Howard Bailey”). No compensation was provided for this Testimonial. However, this Testimonial was selected, and any emphasis added, by Howard Bailey staff for display on this page because it was positive rather than having been selected at random.

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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