Baillie & Associates

We are committed to providing you with independent, objective, individualized advice and service that helps you pursue your financial and life goals. That begins with truly listening to you and properly assessing your situation, needs, and goals. That's how and why we put our clients first. We credit our longevity and success in this business to providing undivided attention to our clients.

At Baillie & Associates Wealth Management, we believe our teamwork approach adds a broader perspective to all we do and provides increased benefits to our clients. Our experienced professionals have helped many people just like you with similar issues and concerns. We can help you create an approach that is designed to address your individual situation.

As a military professional, we understand that you face particular financial challenges due to the nature of your work and career. Professional events like deployment, relocation and separation from service all require careful financial planning, as do personal goals like saving for a home purchase, investing in a child's education and planning for retirement.

Manage personal affairs while you're alive and control the distribution of wealth upon your death. A well-structured insurance strategy can help protect your loved ones from the financial consequences of unexpected events. Create an investment strategy that's designed to pursue your risk tolerance, time horizon, and goals.

Where will your retirement money come from? If you're like most people, qualified-retirement plans, Social Security, and personal savings and investments are expected to play a role. Once you have estimated the amount of money you may need for retirement, a sound approach involves taking a close look at your potential retirement-income sources.