“We pledge to uphold the highest standards of integrity and work diligently to not only meet your expectations, but far surpass them.”
– A. Sean Bailey, CFP®
Growing, Managing and Preserving Your Wealth
Bailey Wealth Services is committed to understanding your unique needs, and providing customized strategies and trusted guidance to help you pursue financial independence. We take great pride in our personal review process and our dedication to developing longstanding relationships with all of our clients. In addition, we pride ourselves on being independent and offering advice that is objective and always in your best interests.
We offer an individualized approach to retirement income and comprehensive financial planning that integrates the latest tools and technologies, as well as access to comprehensive products and services custom-tailored to your needs.
Comprehensive Planning Process
Our comprehensive planning process begins with listening to you, analyzing your situation, circumstances, goals and objectives, and recommending strategies designed to address your needs. Following the implementation of your plan, we seek to continually monitor your progress against established goals to help ensure you remain on track to pursuing your objectives. Learn more)
Elite IRA Advisor Group
Our founder, A. Sean Bailey, CFP®, is a member of Ed Slott’s Elite IRA Advisor Group℠—350 select financial representatives from across the United States who have received the highest level of IRA distribution training. Learn more
As comprehensive financial planners and retirement planning specialists, we can help you pursue your goals now and throughout retirement. We have extensive experience working with:
BOEING EMPLOYEES | TEACHERS | STATE EMPLOYEES