• Howard Bailey Financial’s mission is to enable our clients to spend with confidence during their retirement years. Our primary focus is purpose based asset management with an emphasis on retirement income planning. Casey B. Weade, CFP®, a leading retirement planning professional and published author, is a sought after speaker in northeastern Indiana on progressive personal finance and retirement planning strategies. Mr. Weade works to provide comprehensive financial planning strategies to pre-retired and retired individuals, helping them achieve total wealth optimization and reliable income sources in retirement. A firm believer in achieving success through a personalized strategy, Mr. Weade acts as each individual’s financial coach working to optimize their current financial situations by managing and minimizing financial risks, tax liabilities and positioning accounts for continued growth – regardless of market volatility. Mr. Weade graduated from Stetson University with a Bachelor’s degree in Finance as a member of the honorary finance fraternity Beta Alpha Psi. He then went on to earn the prestigious Certified Financial Planner™ (CFP®) certification through Kaplan University. He is also an Investment Advisor Representative (IAR), permitting him to advise on a variety of investments, as well as life, accident, and health insurance licensed and Long-Term Care Certified. To go along with these credentials Casey is also an approved member of the Extended Fiduciary Network™ (EFN), National Ethics Bureau™ (NEA), Better Business Bureau® (BBB), and the Financial Planning Association (FPA). To schedule a time to discuss your financial future contact us at (info@howardbailey.com) or call us at (866) 482-9559 today!

  • The Purpose Based Retirement - May 28th - Part 2 of 2

  • The Purpose Based Retirement - May 28th - Part 1 of 2

  • Howard Bailey Pensions #2 2/1/2013

  • Howard Bailey Pensions #1 01/25/13

  • Howard Bailey Gov't Bonds

  • Howard Bailey Taxes in Retirement 01/11/13

  • Howard Bailey Not A Stockbroker 01/04/13

  • Friday's Financial Tip: RETIREMENT INCOME 12/21/2012

    Retired and need income from your investments? Forget bonds. Use a systematic withdrawal plan instead. Your advisor can show you how to receive a steady income from your portfolio without market risk. Casey

  • Friday's Financial Tip: INVESTMENT RATINGS 12/14/2012

    You should not buy investments because they are rated 5 stars. Even Morningstar admits that the star ratings have no predictive quality.

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