Welcome to Bailey Financial Management and Insurance Services

We specialize in providing strategies and guidance for those who are seeking a better lifestyle in retirement. Whether you have a retirement nest egg of five million dollars or $50,000, we can help you make sure it works as hard and as smart as you did in earning and saving it. Like many people, your retirement may last as long as 30 years and you simply cannot afford to make mistakes with your retirement money and run the risk of ruining your lifestyle during your leisure years. We have helped individuals and couples, at all economic levels, to achieve their financial and long-term goals and enjoy retirement by working hard and smart, and being ready for them when needed.

Retirement Planning
Financial Strategies
Insurance Reviews
Tax Planning
Estate Planning
Employee Benefits
Education Planning
Long-Term Care Planning

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Getting Retirement Ready

Latest News

Life Insurance as Unique as You

Your life insurance needs are unique to your situation and can ...

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Reg BI: What Is It, and Why Should You Care?

On June 30, 2020, Regulation Best Interest, or Reg BI for ...

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The CARES Act and RMD: Relief for Investors

YOu The CARES Act (The Coronavirus Aid, Relief, and Economic ...

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The Upside of the COVID-19 Pandemic

The COVID-19 pandemic has pulled the rug out from under just ...

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