Choosing an Advisor

Your financial advisor should be much more than the implementor of your retirement plan. They are your financial thought partner, avid listener and trusted provider of sound, strategic guidance.

At Howard Bailey, we take pride in the fact that our team is held to a fiduciary standard. Simply put, this means we are responsible to act on behalf of our clients, and must continually put their needs ahead of our own.

A global pandemic has the power to bring about a plethora of abrupt life transitions, and for many baby boomers, that included stepping into retirement earlier than expected.

Here’s a shocking statistic: About 70 percent of financial planning recommendations are never implemented. Why? It might be a direct result of the advisor you work with, or your natural behavioral finance tendencies.

Many buzzwords circulate the financial industry, and ‘fiduciary’ is one.