Our mission is to elevate the meaning and purpose in the lives of others, allowing them to focus on where they can make the biggest impact today.

Our Retire With Purpose™ Framework starts 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 secure their financial futures.

And while we can't work with everyone, our goal is to provide value to everyone we meet. Our Retire with Purpose Podcast, TV Show and Radio Hour cover trending topics with some of today’s most successful retirees and experts in the field of finance.

We are a fee-based independent advisory firm. Our team of advisors and support specialists strive to deliver the very best experience in pre-retirement and retirement planning.

Our Process

As Seen On:

What is your definition of purpose in retirement?

What is your definition of purpose in retirement?

“I believe that purpose is bigger than money. When you have purpose, you’re able to live a meaningful life, and build an intentional retirement plan based around your goals and dreams. When you know your lifelong savings are protected, you can be more focused on what matters most to you. That’s what I believe retirement is really all about – not having to wonder what's next, but instead having the financial confidence to know your biggest concerns have been addressed, giving you the freedom to live your life with meaning and purpose.”

– Casey Weade, Founder and President


Let's meet...our place or yours?

Howard Bailey Financial has offices in Fort Wayne, Indiana, and Mishawaka, Indiana. We work with clients across the United States, and are happy to meet with you in person, by phone or through a virtual meeting. We are here for you, when and where you need us, to help you gain financial confidence and defend what you've worked so hard for.

Retire with Purpose. Live with Confidence.

Retire with Purpose. Live with Confidence.

Ready to seriously start thinking about retirement? Howard Bailey President Casey Weade's best-selling book, Job Optional* is a good jump-off point — it will teach you how to live life to the fullest without worrying how long you must work to finally retire.

Download the first chapter of Job Optional* - FREE!

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 consultation with one of our advisors. We are here to help, and we look forward to meeting you.

Schedule a 15-minute Phone Consultation

Join the Conversation

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