Bailey Wealth Advisors
We’ve built our advisory business on proactive, comprehensive financial planning with an emphasis on achieving sustainable wealth solutions for the generational security of affluent families, business owners, executives and small institutions.
Team Approach to our Planning Process
Our expertise lies in our ability to provide a financial roadmap tailored to each client’s needs.
Step 1: Audit – We listen, gather information, assess the situation and formulate a “financial model” from which to review. The assessment takes into account income, cash flow, asset allocation, tax liabilities, net worth, wills, trusts and insurance outlays, etc.
Step 2: Goal-setting – We help you develop personal objectives including income, legacy and retirement interests.
Step 3: Analysis – We assist in identifying issues or problems of concern.
Step 4: Design - We identify cost effective alternatives as potential solutions.
Step 5: Recommend and Craft– We make recommendations and with your oversight, craft a comprehensive report.
Step 6: Integration – We provide you with a detailed document that you can take to your advisers (attorneys, CPA) for implementation.
As life evolves, your financial roadmap may need to be updated. At Bailey Wealth Advisors, we adhere to Lincoln Financial Advisors' philosophy of “Serve First, Last and Alwaysm.. It's the way we do business and it rests on you and your changing financial needs. From wealth management, to estate planning, to charitable giving, retirement planning and risk management – you and your long-term financial needs are our focus.
At its essence, all client engagements, regardless of the circumstances, are about commitment. We are committed to do whatever is required to get you to take whatever actions are necessary to put your financial affairs in appropriate order. Conviction in what we do; the courage to get our clients to take action; the competency to guide them; and communication that builds understanding and trust – these are the key qualities of “Serve First.” And, these are the commitments we make to you when you choose to retain us.