Our History
Years of experience have prepared us to guide you through life's transitions.
Our Values
Trust. Honesty. Integrity. We believe values matter, and we live by ours every day.
Your Partner for Success
Our commitment is to help you work towards achieving all your financial goals and to provide you with a “worry free” retirement. At Bailey Retirement Group, we consider it an honor and a privilege to help families work towards making sound financial decisions that will contribute toward a secure future. We provide impeccable service to help reduce taxes and protect assets by utilizing numerous financial products and strategies, so we can help protect our client’s lifestyle for a lifetime.
Independence & Objectivity
As Independent Retirement and Insurance Planners, we represent families and their interests rather than any specific company. We are not held captive by companies or financial institutions whose bottom line comes before the security of your financial future. Our independence is vital to delivering objective, unbiased recommendations for the products that best suit your needs.
Where do you want your financial roadmap to take you?
Our first priority is helping you take care of yourself and your family. We want to learn more about your personal situation, identify your dreams and goals, and provide you with the highest level of service.