Howard Bailey Financial Employee Directory

Financial ServicesIndiana, United States11-50 Employees

Your Advisory Team has been charged with the responsibility of thoroughly understanding your goals and dreams, using their knowledge and experience to help you realize them. You’ve worked hard for your money. We’ll work just as hard to help you protect and grow it. Howard Bailey has fiduciary responsibility for every client we serve. That means we have a legal obligation to put your interests ahead of our own. It is estimated that approximately 15 percent of all financial advisors meet this fiduciary requirement. To develop a financial plan for your future, it's important for your financial professional to see a complete, 360 degree view of your financial picture, including how your retirement assets are integrated and work with one another. If necessary, we can refer you to tax professionals or attorneys in our network to advise you on specific aspects of your financial plan. We specialize in the following areas: Wealth Accumulation Asset Protection Retirement Planning Tax Planning Estate Planning Life Insurance IRA Legacy Planning IRA & 401(K) Rollovers Charitable Giving Long Term Care Income Planning Tactical Managment

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