Our Services

 

 

 

 
Bailey Financial Planning offers the following services:
 
INVESTMENT MANAGEMENT: (See Disclosure Below)
            - Individual Stocks
            - Bonds
            - Mutual Funds
            - Annuities
            - WRAP Accounts
           -  Fee Based
 
 
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
 
 
ESTATE & FINANCIAL PLANNING