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Whom We Serve

Our goal has always been to work with individuals and families who are motivated to seek out and implement the advice and guidance best suited to their needs.

At Bailey Wealth Services, we work with a broad range of individuals, families, business owners, professionals and retirees. We bring particular expertise in helping teachers, state employees and Boeing employees in transition. Our familiarity and working knowledge of both state sponsored and Boeing retirement plans enable us to assist you with the retirement plan rollover services when you change jobs or prepare to retire.

The Answers You Seek from the Advisor You Trust

  • What do I need to know before initiating a retirement plan rollover?
  • When should I begin taking Social Security benefits?
  • How will rising health care premiums impact my ability to retire when and how I want?
  • Should I consider long-term care insurance?
  • Will I have enough income to maintain my lifestyle throughout my retirement?
  • How would early or forced retirement impact my ability to meet my retirement goals?

Bailey Wealth Services helps families answer these and other important questions on the path to pursuing financial independence in retirement. We’re confident we can help you make clear and confident decisions for your future as well.

We take great pride in our independent approach to helping our clients seek to protect and grow the wealth they will depend on in and throughout retirement. We would be honored to do the same for you and your family.

Contact Us to learn more.

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