About Casey Weade, CFP®, CLU®, RICP®

Casey Weade has been a sought-after speaker on progressive personal finance and retirement planning strategies in northeastern Indiana for nearly a decade. He is also the author of "Job Optional*", “The Purpose Based Retirement” and “Your Guide to Maximizing Retirement Efficiency,” a take-action guide to your golden years that is updated each year to reflect ever-changing laws and industry strategies.


Job Optional*

This is NOT your typical money book. Casey walks you through exactly how to plan for retirement – differently – and with purpose so that when it’s time to retire you have the choice to:

  • Never work again!
  • Keep working without the stress of HAVING to work.
  • Launch a second career without worrying about your nest egg.
  • Casey shows you the formula for discovering how to take the money you’ve earned and turn it into the legacy you can live right now.
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Your 2019 Guide to Maximizing Retirement Efficiency

Request a FREE copy of Your 2019 Guide to Maximizing Retirement Efficiency.

Forget the Silver Bullet. Straight Talk for Your Golden Years by Casey Weade.

Retirement can be one of the most rewarding and fulfilling times of your life, but it can also be fraught with challenges and uncertainty. Without a strategy, you run the risk of having your retirement derailed by severe inefficiencies for a number of reasons. In this book, we will review a handful of actions you can take THIS YEAR to improve the efficiency of your financial life.

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The Purpose Based Retirement

Request a FREE copy of The Purpose Based Retirement.

Start off the year by building a financial strategy that helps steer you toward the retirement you’ve always imagined. In his second book, Casey Weade elaborates on ways to optimize your finances with efficiency so you can be better prepared for your post-paycheck years.

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Ready to Take The Next Step?

For more information about any of the products and services listed here, schedule a meeting today or register to attend a seminar.

Give us a call at (866) 482-9559

Or email us at info@howardbailey.com.

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