Our Services

 

 

 

 

Bailey Financial Planning offers the following services:

 
 
INVESTMENT MANAGEMENT: (See Disclosure Below)
            - Individual Stocks
            - Bonds
            - Mutual Funds
            - Annuities
            - WRAP Accounts
            -  Fee Based
 
 
 ESTATE & FINANCIAL PLANNING
 
 
RETIREMENT PLANNING:

            - Traditional IRA’s

            - Roth IRA’s

            - SIMPLE IRA’s

 
 
COLLEGE SAVINGS:
            - 529 Plans
            - UTMA Accounts
 
 
INSURANCE:
            - Term
            - Whole Life
            - Long-Term Care
 
 
TAX PLANNING:
            - Income Taxes