Meet with Howard Bailey

Get started in 3 easy steps:

Use the form below to schedule a “fit” visit with us. During this visit, we’ll aim to get to know your purpose for retirement and your financial assets. We will ultimately determine if we can add value to your life and if we are a potential “fit” to work together over the long term.

In our evaluation visit, we will offer a complimentary portfolio review examining your current financial situation. We will uncover any gaps and inefficiencies that need to be corrected or improvements that can be made.

We will co-architect a custom plan using proven strategies and techniques to help you reach your unique retirement goals.

Schedule a Meeting

  • This field is for validation purposes and should be left unchanged.

(866) 482-9559

6526 West Jefferson Blvd
Fort Wayne, IN 46804