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About us

Your Howard Bailey Financial team includes three CERTIFIED FINANCIAL PLANNER™ (CFP®) professionals. As a potential or current client, collaborating with a CFP® professional provides you with a professional whose goal is to help you attain your financial goals. In addition to meeting a high standard of education and career experience requirements, CFP® professionals possess honesty at both an ethical and professional standpoint. Prior to certification, CFP® practitioners must complete a CFP Board-approved financial planning curriculum—mastering almost 100 integrated financial planning topics (investments, insurance, retirement planning, risk management, etc.), while also committing to continued educational classes, including a code of ethics course.

Services

Estate Planning
Retirement Planning
Tax Planning
Financial Reviews
Liquidity