YOUR RETIREMENT. YOUR WAY.

Whether you are at or near retirement, or you are already retired and would like a second opinion, we can help provide value to your unique situation.

Get started by scheduling a complimentary 15-minute introductory call. During this time, we will gather some details about you and your unique retirement situation, and help connect you with a Howard Bailey Advisor who may be a good fit for your retirement vision.

Schedule Your 15-Minute Introductory Call

First name

Last name

Phone number

So that we can match you with the best advisor for your financial situation, please select the category of investable assets (not including real estate):

$250,000 $250,000 $10M

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Built Around You

Built Around You. Backed by a Team.

Personalized retirement planning supported by the experience, resources, and continuity of an established firm.

Howard Bailey Financial is a Midwest-based retirement-focused planning firm serving more than 2,000 families across the United States. We typically work with families who are approaching or living in retirement, are age 55 or older, and have $500,000 or more in investable assets.

We consider ourselves a boutique firm, which means we do not believe in placing every family into the same model or providing an off-the-shelf plan. We take the time to understand each family’s financial situation, priorities, and goals, then build a customized retirement strategy around what matters most to them.

Howard Bailey advisor meeting with two clients at a table