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Our mission is to help others gain clarity in purpose and elevate meaning in their lives through personal and practical financial strategies.
Take your first step toward financial independence.
Whether you are at or near retirement, or you are already retired and would like a second opinion, we would love to help provide value to your unique situation!
Schedule a complimentary Personal Financial Review with a Howard Bailey Advisor at one of our offices – Fort Wayne, Indiana; Mishawaka, Indiana; Carmel, Indiana; Brownsburg, Indiana; or Perrysburg, Ohio – using the form below; or call (866) 482-9559 to get started.
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