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 secure their financial futures.

Our team of advisors and support specialists 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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Retire With Purpose™ Framework

Defining your Purpose is at the core of our planning process, followed by Financial Planning and Creating Meaning. Your Financial 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
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What Others are Saying

We have been with Howard Bailey approximately 8+ years. They are extremely knowledgeable, professional and have a genuine interest not only as a financial planner but take a great interest in our family. We have quarterly meetings where they review our account with us and make recommendations.They meet our every need. We highly recommend them.

Robert H
No compensation was provided for these testimonials. However, these testimonials were selected, and emphasis added, by Howard Bailey staff because they were positive and do not represent a random sample of the testimonials provided.

The team at Howard Bailey Financial demonstrates their commitment to their customers, with exceptional service, knowledge sharing and support with all questions or needs. It is inevitable that you will become friends! We recommend HBF and have family that have moved their accounts here.

Linda S
No compensation was provided for these testimonials. However, these testimonials were selected, and emphasis added, by Howard Bailey staff because they were positive and do not represent a random sample of the testimonials provided.

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
No compensation was provided for these testimonials. However, these testimonials were selected, and emphasis added, by Howard Bailey staff because they were positive and do not represent a random sample of the testimonials provided.
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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.

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The Social Security Decisions

A financial professional could help you identify income gaps and help reduce the risk of outliving your money, so it's important to know how Social Security benefits can play a role in your overall strategy.

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Retire with Purpose. Live with Confidence.

Howard Bailey Founder and CEO Casey Weade's best-selling book, Job Optional, will teach you how to live life to the fullest without worrying how long you must work to finally retire.

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Resources published by Howard Bailey

While our goal is to help everyone, even if we can't work with them directly. That's why we've produced hundreds of streaming videos, radio shows and webinars, all accessible at Retire With Purpose.

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