• (888) 899-8344
  • Client Login
  • About Us
    • Meet Your Team
    • Refer Friends & Family
    • Notre Dame Athletics Sponsor
    • Careers
    • Giving Back
    • Office Locations
    • Press
  • Our Services
    • Transparent Fees
    • Retirement Coaching
  • Events
    • Fort Wayne, IN
    • Perrysburg, OH
    • Indianapolis, IN
    • Mishawaka, IN
  • Resources
    • Podcast
    • Financial Articles
    • Radio
    • Webinars
    • Job Optional* Book
    • Retirement Videos
    • Coaching Articles
  • Schedule a Visit
  • Retire With Purpose
  • Client Login
Howard bailey youtube appointment

Retirement Videos

Maxresdefault I'm 65 with $500K in 401k and Own Compan...
Watch Now
Maxresdefault Sequence of Returns Risk: How to Protect...
Watch Now
Maxresdefault I'm 62 with $800K in IRA: Do I Have Enou...
Watch Now
240531 You Tube 014 Retirement Planning How to Save 70000 in Taxes with These Smart Strategies Retirement Planning: 3 Strategies to Red...
Watch Now
Maxresdefault 1 I'm 55 with $1Million: How Much Can I Ex...
Watch Now
Maxresdefault I'm 66 with $3 Million: How Do I Pay Les...
Watch Now
Maxresdefault I'm 62 with $1 million: Can I Retire Ear...
Watch Now
Maxresdefault I'm 60, Do I Really Need Long-Term Care ...
Watch Now
Maxresdefault I’m 62 with $1.5 Million: Can I Do a Rot...
Watch Now
240412 You Tube 011 Pension Retirement Planning: I'm 59, How...
Watch Now
Maxresdefault 1 I'm 60 with $1 Million: Can I Retire at ...
Watch Now
Maxresdefault I'm 59 1/2, Will I be Penalized on Early...
Watch Now
Load More

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: (888) 899-8344
  • Fax: (260) 482-9779
  • [email protected]
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
Perrysburg, OH 2280 Levis Commons Blvd.
Perrysburg, OH 43551 Get Directions
Carmel, IN 1344 S. Rangeline Rd. Suite 202
Carmel, IN 46032 Get Directions
Brownsburg, IN 480 E Northfield Dr. Suite 200
Brownsburg, IN 46112 Get Directions
  • Privacy Policy
  • Privacy Settings
  • Terms of Use
  • Business Continuity
  • ADV Pt. 2
  • Client Relationship
  • CLIENT LOGIN

Copyright © 2025 Howard Bailey Financial, Inc

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

University of Notre Dame and University of Notre Dame Athletics (“Notre Dame") are not current clients of Howard Bailey Securities, LLC nor Howard Bailey Financial, Inc. Legends / JMI Rights Holders, on behalf of Notre Dame, was compensated for this Endorsement, as such term is defined under SEC Rule 206(4)-1. For more information, visit howardbailey.com/nddisclosure.

Howard Bailey Securities, LLC is an independent financial services firm and uses a variety of different investment strategies. Please see disclosures at HowardBailey.com.

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.

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.

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.

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.

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.

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.

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 information on other professional designations, please visit www.finra.org/investors/professional-designations.

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.