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Our Primary Purpose

Someone's sitting in the shade because someone planted a tree a long time ago.

WARREN BUFFETT

Advice On A Full Range Of Financial Planning Matters

About Bailey Wealth Services

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 personalized 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

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.

Financial Planning

Financial planning is at the very core of the life planning services we offer to individuals and families seeking to build, protect and manage wealth over time. Retirement income planning; education, tax and estate planning; and insurance services are among the many components of a comprehensive plan designed to help you pursue multiple financial and lifestyle goals.

Helpful Information

How Insurance Deductibles Work

How Insurance Deductibles Work

Knowing how insurance deductibles work can help you save money.
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Year-End Charitable Gifting and You

Year-End Charitable Gifting and You

This article may help you maximize the benefits of your donation for your chosen charity.
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Inflation and Your Portfolio

Inflation and Your Portfolio

Even low inflation rates can pose a threat to investment returns.
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