The Purpose Based Retirement

By Richard Haddox

August 30, 2013 Updated Mar 27, 2014 at 7:12 PM EDT


Show schedule for “The Purpose Based Retirement” featuring Casey Weade from Howard Bailey Financial on 21Alive

April 4th | 12:00 PM -1:00 PM | Howard Bailey Financial on WPTA Insight
April 8th | 7:30 PM - 8:00 PM | WPTA 21Alive
April11th | 12:00 PM - 1:00 PM | Howard Bailey Financial on WPTA Insight
April 15th | 7:30 PM - 8:00 PM | WPTA 21Alive
April 18th | 12:00 PM - 1:00 PM | Howard Bailey Financial on WPTA Insight
April 22nd | 7:30 PM - 8:00 PM | WPTA 21Alive
April 25th  | 12:00 PM - 1:00 PM | Howard Bailey Financial on WPTA Insight
April 29th | 7:30 PM - 8:00 PM | WPTA 21Alive



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!




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