If you have questions about the strategies discussed in our radio show, or if you are ready to take the first steps toward securing your retirement, you can schedule a complimentary 15-minute phone consultation with Casey's team at Howard Bailey Financial.
Our mission is to elevate the meaning and purpose in the lives of others, allowing them to focus on where they can make the biggest impact today.
Our Retire With Purpose™ Framework starts with establishing your unique financial philosophy — the true meaning and purpose for your money in retirement. Through continued education, one-on-one meetings, and a comprehensive team planning approach, we have helped retirees across the country secure their financial futures.
And while we can't work with everyone, our goal is to provide value to everyone we meet. Our Retire with Purpose Podcast, TV Show and Radio Hour cover trending topics with some of today’s most successful retirees and experts in the field of finance. You can see those resources here.
We are a fee-based independent advisory firm. Our team of advisors and support specialists strive to deliver the very best experience in pre-retirement and retirement planning. Learn more about our process here.
Howard Bailey was originally founded as Davenport Financial Services in 2002. In 2011, Davenport's name changed to something that better reflected the firm's business and philosophy — a combination of two great men who helped shape what Howard Bailey Financial, Inc. is today.
Howard Weade is the grandfather of Casey Weade. Howard lent much to the conservative investment approach that was ingrained in the mind of Casey, as well as the approach that the Howard Bailey team utilizes today.
Ralph Bailey is the grandfather of Casey Weade and father of Diann Weade. Ralph lent much to the character that Howard Bailey upholds every day, focusing on educating our clients and treating each as an individual.
Our name also reflects our family values. Casey founded Howard Bailey as a family company built upon developing a secure, independent retirement for each and every client. Our logo is a family tree that reflects strength, persistence, growth, resilience and, of course, the strong family values upon which we were founded.
Investment Advisory Services may be offered through Howard Bailey Securities, LLC, a registered investment advisor. Working with Howard Bailey Securities, LLC, cannot guarantee investment success or that specific financial goals will be achieved. Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements. The CLU® and ChFC® marks are the property of The American College, which reserves sole rights to their use, and are used by permission.