Our mission is to elevate the meaning and purpose in the lives of others, allowing them to focus on where they can make the biggest impact today. Our Retire With Purpose Framework starts with establishing your unique financial philosophy - the true meaning and purpose for your money in retirement.
Through continued education, one-on-one meetings, and a comprehensive team planning approach, we have helped retirees across the country secure their financial futures.And while we can't work with everyone, our goal is to provide value to everyone we meet. Our Retire with Purpose Podcast, TV Show and Radio Hour cover trending topics with some of today's most successful retirees and experts in the field of finance.
Through continued education, one-on-one meetings, and a comprehensive team planning approach, we have helped retirees across the country secure their financial futures.And while we can't work with everyone, our goal is to provide value to everyone we meet. Our Retire with Purpose Podcast, TV Show and Radio Hour cover trending topics with some of today's most successful retirees and experts in the field of finance.
Services
Meet the Team
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Your Advisor is your financial coach who partners with you to define your unique financial philosophy, and takes the lead in building your customized financial strategy - The Retire With Purpose Framework. Your Service Advisor is your Financial Advisor's right-hand aid. They will be implementing changes to your retirement plan, assisting you with questions regarding your accounts, and working behind-the-scenes to ensure your plan stays on course.
Mission and Core Values
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To elevate the meaning and purpose in the lives of others, allowing them to let go of what's next and focus on where they can make the biggest impact today. The foundation of our company core values are built upon Chief Visionary Casey Weade's core values, which are derived from personal experiences, coaches, mentors and heroes throughout the years.
Join Our Team
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The Howard Bailey team is like family - both to each other and to our clients. We work hard to honor our employees' commitment to the firm as much as we do the families we work with. We are a modest, nimble and goal-driven group of advisors, client services, operations and marketing professionals who thrive on building relationships.
Giving Back
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We aspire to make a difference in the lives of our clients and in the communities we serve. We welcome our Howard Bailey friends and family to join us at an upcoming volunteer event. This is our time to give back - won't you join us? The Howard Bailey Junior Golf Tour, previously known as the Mountain Dew or Pepsi Tour, is part of the Indiana Junior Golf Program.
Our Process
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Defining Purpose is at the core of our three-step retirement planning process, followed by Financial Planning and Creating Meaning. Plan - covers four key pillars for your money in retirement: Liquidity, Income, Flexibility and Estate Planning, plus the all-encompassing Tax Planning. In the end, we will deliver to you a customized framework that will allow you to create meaning in retirement - how you embrace your purpose and live it every day.
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