Our Firm

Bailey Financial Planning is an independent, privately owned firm.  Our independent status allows us to represent the interest of our clients rather than those of a particular insurance or investment company.

Steven J Bailey CFP®, CLU, ChFC, CASL will create a Personalized Financial Plan for each client based on the following four steps:

Determine Risk:     Through personal consultations with you, we will develop a personal profile of your individual investment needs and objectives, time horizon, and attittude toward investing.

Asset Allocation:    We will develop a portfolio that will be designed to maximize your invesment returns, relative to your risk tolerance, through careful, diversified allocation of your investments.

Implementation:     Your investment portfolio will be implemented by investing a well-diversified portfolio that spans multiple asset classes and investment styles.

Monitoring and Reporting:   Your investment portfolio will be carefully monitored on an ongoing basisto ensure that it remains consistent with your goals and asset allocation.  This will be communicated to you on a regular basis.