Our mission is to elevate the meaning and purpose in the lives of others, allowing them to focus on where they can make the biggest impact today. Our Retire With Purpose Framework starts with establishing your unique financial philosophy - the true meaning and purpose for your money in retirement.
Through continued education, one-on-one meetings, and a comprehensive team planning approach, we have helped retirees across the country secure their financial futures.And while we can't work with everyone, our goal is to provide value to everyone we meet. Our Retire with Purpose Podcast, TV Show and Radio Hour cover trending topics with some of today's most successful retirees and experts in the field of finance.
Through continued education, one-on-one meetings, and a comprehensive team planning approach, we have helped retirees across the country secure their financial futures.And while we can't work with everyone, our goal is to provide value to everyone we meet. Our Retire with Purpose Podcast, TV Show and Radio Hour cover trending topics with some of today's most successful retirees and experts in the field of finance.
Services
Your Advisor is your financial coach who partners with you to define your unique financial philosophy, and takes the lead in building your customized financial strategy - The Retire With Purpose Framework. Your Service Advisor is your Financial Advisor's right-hand aid. They will be implementing changes to your retirement plan, assisting you with questions regarding your accounts, and working behind-the-scenes to ensure your plan stays on course.
To elevate the meaning and purpose in the lives of others, allowing them to let go of what's next and focus on where they can make the biggest impact today. The foundation of our company core values are built upon Chief Visionary Casey Weade's core values, which are derived from personal experiences, coaches, mentors and heroes throughout the years.
The Howard Bailey team is like family - both to each other and to our clients. We work hard to honor our employees' commitment to the firm as much as we do the families we work with. We are a modest, nimble and goal-driven group of advisors, client services, operations and marketing professionals who thrive on building relationships.
We aspire to make a difference in the lives of our clients and in the communities we serve. We welcome our Howard Bailey friends and family to join us at an upcoming volunteer event. This is our time to give back - won't you join us? The Howard Bailey Junior Golf Tour, previously known as the Mountain Dew or Pepsi Tour, is part of the Indiana Junior Golf Program.
Defining Purpose is at the core of our three-step retirement planning process, followed by Financial Planning and Creating Meaning. Plan - covers four key pillars for your money in retirement: Liquidity, Income, Flexibility and Estate Planning, plus the all-encompassing Tax Planning. In the end, we will deliver to you a customized framework that will allow you to create meaning in retirement - how you embrace your purpose and live it every day.
Reviews (10)
Jane Sasur
Nov 04, 2021
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I had reached out to the Howard Bailey financial planners via Casey Weade's very educational Podcasts. I was impressed with Casey's relationships and contacts with various industry experts in the financial planning world, as well as his personalized, purposed-based, one/stop approach to retirement planning. Even though my husband and I live in California and communicate with Ryan, our primary (and awesome) financial planner in Indiana via Zoom, our meetings still feel like in-person, face-to-face encounters. We could not find anyone locally with the holistic approach and expertise they possess
Douglas Arnold
Nov 01, 2021
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Robert Haverstick
Oct 24, 2021
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We have been with Howard Bailey approximately 8+ years. They are extremely knowledgeable, professional and have a genuine interest not only as a financial planner but take a great interest in our family. We have quarterly meetings where they review our account with us and make recommendations.They meet our every need. We highly recommend them.
Dan Drabik
Sep 20, 2021
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We received an invitation in the mail for a free meal at Ruth’s Chris just to sit an listen to a presentation. My wife and I had ZERO intention of “signing” up for anything! That was until we listened to Reid Braun present on how taxes were “on sale” currently and around how much our 401k will actually cost us in retirement. My wife and I listened and realized everything Reid spoke about was exactly what we were facing. So we decided to “give it a whirl” and book an appointment. We figured what harm would it be just to sit down with Reid and listen to what he had to say. It is probably
Rich Mullins
Sep 11, 2021
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We absolutely Love the Howard Bailey Inc in Mishawaka (and Fort Wayne as far as that goes)
We had a financial group for 30 years. We thought they were "ok" but after meeting and switching to Howard Bailey, we couldn't be happier! The former financial group didn't even try to keep our business, after 30 years!! No contact, no letter, no nothing! Where as Howard Bailey was happy to get our business!
Our only regret is that we didn't do it sooner...
Rich and Carole Mullins
We had a financial group for 30 years. We thought they were "ok" but after meeting and switching to Howard Bailey, we couldn't be happier! The former financial group didn't even try to keep our business, after 30 years!! No contact, no letter, no nothing! Where as Howard Bailey was happy to get our business!
Our only regret is that we didn't do it sooner...
Rich and Carole Mullins
Michela Glad
Sep 04, 2021
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Sharon Gilbert
Aug 30, 2021
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Linda Shady
Aug 29, 2021
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Positive: Professionalism, Quality, Responsiveness, Value
The team at Howard Bailey Financial demonstrates their commitment to their customers, with exceptional service, knowledge sharing and support with all questions or needs. It is inevitable that you will become friends! We recommend HBF and have family that have moved their accounts here.
The team at Howard Bailey Financial demonstrates their commitment to their customers, with exceptional service, knowledge sharing and support with all questions or needs. It is inevitable that you will become friends! We recommend HBF and have family that have moved their accounts here.
Deb Magsam
Aug 28, 2021
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Jim Fields
Aug 25, 2021
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Been with Howard Bailey around 8 years. They set up a great retirement plan for us and follow through on their commitments
Everyone is great to work with at HB, especially our main contact Brad Smock. Excellent person.
My wife and I have recommended Howard Bailey to our family and friends. You would not do this unless you personally trust and believe in the company
Everyone is great to work with at HB, especially our main contact Brad Smock. Excellent person.
My wife and I have recommended Howard Bailey to our family and friends. You would not do this unless you personally trust and believe in the company