Refer a Friend

Are you an existing client with friends or family you would like us to speak with? Check out the information below regarding who we are best fit for. If you know a friend or loved one who matches whom you think could benefit from our services, fill out the form below to send us a referral! 

Bailey Wealth Services best fits with families and individuals who are focused on long-term investment and retirement planning. Our specialization in both state and private retirement plans means we are a great fit for teachers, state employees, and Boeing employees who are ready to make the transition to retirement. We are here to provide you with information and strategies for social security benefits, long-term care insurance, and planning out what kind of lifestyle you want in retirement.  

Our ideal client is someone who is ready to receive and implement advice best suited to their needs. Preparing to retire or already in retirement is timeframe that will get the most out of our services, and the minimum account value requirement is typically around $500,000. (Exceptions can be made for the family members of existing clients.) 

If you know someone who fits the criteria who you think might benefit from having a conversation with us, let us know! Share as much detail as you’re comfortable with about the person you’d like to refer, and we’ll be happy to reach out!