(866) 482-9559

Retire With Purpose
Client Login

About Us
Our Process
Schedule a Visit
Events
Testimonials
Resources
- Podcast
- News
- TV
- Radio
- Webinars
- Job Optional* Book
Retire With Purpose
Client Login

News

"Creative Planning" Articles

No news articles found for that category

Stay in the know

Sign up and we'll send you Howard Bailey news, upcoming events and financial resources.

Sign Up Today

Take the next step

We look forward to discussing your retirement strategy and financial freedom!

SCHEDULE A VISIT

Phone: (866) 482-9559
Fax: (260) 482-9779
info@howardbailey.com

Fort Wayne, IN 5916 Covington Rd.
Fort Wayne, IN 46804 Get Directions

Mishawaka, IN 1736 East Day Rd., Suite 300
Mishawaka, IN 46545 Get Directions

Brownsburg, IN 480 E Northfield Dr., Suite 200
Brownsburg, IN 46112 Get Directions

Perrysburg, OH 2280 Levis Commons Blvd.
Perrysburg, OH 43551 Get Directions

Privacy Policy
Terms of Use
Business Continuity
ADV Pt. 2
Client Relationship
CLIENT LOGIN

Copyright © 2023 Howard Bailey

Howard Bailey Financial, Inc., is an independent financial services firm helping individuals create retirement strategies using a variety of investment and insurance products to custom suit their needs and objectives.

Job Optional was #1 on the Amazon Best Seller list in Retirement Planning on 7/2/2019, and was #5 on the Wall Street Journal Nonfiction eBook Best Seller list for the week ending 8/3/2019.

Howard Bailey Securities LLC (“Howard Bailey”) is an investment adviser registered with the Securities and Exchange Commission (“SEC”) with its principal office in Fort Wayne, Indiana. SEC registration does not imply a certain level of skill or training. Howard Bailey and its representatives are also in compliance with the registration and notice filing requirements imposed upon investment advisers and their representatives by those states in which Howard Bailey has clients.

Investment Advisory Services may be offered through Howard Bailey Securities, LLC, a registered investment advisor. Working with Howard Bailey Securities, LLC, cannot guarantee investment success or that specific financial goals will be achieved.

Investing involves risk, including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values. None of the information contained on this website shall constitute an offer to sell or solicit any offer to buy a security or any insurance product.

Howard Bailey Financial does not offer legal or tax advice. Please consult the appropriate professional regarding your individual circumstance.

Not associated with or endorsed by the Social Security Administration or any other government agency.

Insurance products and services are offered through Howard Bailey Financial, Inc™. Howard Bailey Securities, LLC. and Howard Bailey Financial, Inc.™ are affiliated companies.

Any references to protection benefits or steady and reliable income streams on this website refer only to fixed insurance products. They do not refer, in any way, to securities or investment advisory products. Annuity guarantees are backed by the financial strength and claims-paying ability of the issuing insurance company. Annuities are insurance products that may be subject to fees, surrender charges and holding periods which vary by insurance company. Annuities are not FDIC insured.

Howard Bailey manages portfolios for many clients in a number of investment styles. Recommendations for one client may not be suitable for other clients. Returns realized by our clients may differ depending on the styles and objectives of the individual portfolios.

USA Patriot Act Notice: To help the government fight the funding of terrorism and money laundering activities, federal law requires all financial institutions to obtain, verify and record information that identifies each person that opens an account. We will ask for your name, address, date of birth, and identifying documents to allow us to identify you, such as a driver’s license. We may also ask for other identifying documents.

The Certified Financial Planner (“CFP”) designation is awarded by the Certified Financial Planner Board of Standards to individuals who hold at least a bachelor’s degree from an accredited college or university, have compiled at least 2,000 hours of financial planning experience, have completed a CFP board registered program or an alternative designation or degree, have passed a certification exam, and complete a minimum of 30 hours of continuing education every two years. For more information about the CFP designation, please visit www.finra.org/investors/professional-designations/cfp.

The Retirement Income Certified Professional (“RICP”) designation is awarded by the American College to individuals who have compiled at least three years of professional experience, have completed three courses administered by the American College including a satisfactory score on a final course exam, and complete a minimum of 15 hours of continuing education every two years. For more information about the RICP designation, please visit www.finra.org/investors/professional-designations/ricp.

The Chartered Life Underwriter (“CLU”) designation is awarded by the American College to individuals who have compiled at least three years of full time business experience during the five year preceding the designation award, have completed a total of eight courses administered by the American College including a satisfactory score on a final course exam, and complete a minimum of 30 hours of continuing education every two years. For more information about the CLU designation, please visitwww.finra.org/investors/professional-designations/clu.

The Chartered Financial Consultant (“ChFC”) designation is awarded by the American College to individuals who have compiled at least three years of full time business experience during the five year preceding the designation award, have completed a total of nine courses administered by the American College including a satisfactory score on a final course exam, and complete a minimum of 30 hours of continuing education every two years. For more information about the ChFC designation, please visit www.finra.org/investors/professional-designations/chfc.

On January 1, 2023, Howard Bailey Financial, Inc. and Howard Bailey Securities, LLC (together “Howard Bailey”) and Legends / JMI Rights Holders (“Rights Holders”) entered into an agreement wherein Howard Bailey receives sponsorship rights, including use of the designations “Official Wealth Management Partner of Notre Dame Athletics” and “Proud Partner/Sponsor of Notre Dame Athletics” and other Notre Dame trademarks for use in Howard Bailey advertising. Howard Bailey will also receive other benefits, including advertising placements on University of Notre Dame Athletics websites, advertisements at University of Notre Dame Athletics events, and promotional events at University of Notre Dame Athletics events. As consideration for this agreement, Howard Bailey will pay Rights Holders a fee until the end of 2029. This fee will be $41,666.66 per month, increasing to $62,500 per month and $83,333.33 per month in 2026 and 2028 respectively.

The "Retire With Purpose TV Show," "Retire With Purpose Radio Hour" and "As Seen In" articles appear as paid placements.

The information and opinions contained in any of the material requested from this website are provided by third parties and have been obtained from sources believed to be reliable, but accuracy and completeness cannot be guaranteed. They are given for informational purposes only and are not a solicitation to buy or sell any of the products mentioned. The information is not intended to be used as the sole basis for financial decisions, nor should it be construed as advice designed to meet the particular needs of an individual’s situation.

Nothing on this website should be considered an offer to sell or the solicitation of an offer to buy shares of any security. This site is not intended to offer investment advice and should not be taken as such. Nothing on this site should be considered as a guide to the selection of securities or the construction of a portfolio by an investor. Our selection of securities and composition of portfolios involve many factors that may not be discerned by viewing the materials on this website. Any individuals or institutions who are interested in any of Howard Bailey’s investment strategies should review our Form ADV Part 2 (Brochure and Supplement), which is available upon request, and should discuss their own objectives and the capabilities of Howard Bailey in detail with a representative. Any direct communication by Howard Bailey with a prospective client shall be conducted by a representative who is either registered or qualifies for an exemption or exclusion from registration in the state in which the prospective client resides.