At Bailley Group, you will work with all different types of investment, insurance and financial products. Everyone has "stuff". You may have a CPA, attorney or advisor who has done work for you, but have you had someone come in and make sure everyone is on the same page? Make sure everything is working towards a cohesive plan?
There's an enormous difference between having a bunch of stuff, and having a written plan with an implementation strategy. Putting away money and saving for retirement is vastly different than having an income strategy once you retire.
There's an enormous difference between having a bunch of stuff, and having a written plan with an implementation strategy. Putting away money and saving for retirement is vastly different than having an income strategy once you retire.
Services
Paul entered the financial services industry in 2001 after hanging up his skates at the end of nine seasons of professional hockey. Finance has held his interest for a long time, and he spent summers helping out in his family's businesses between hockey and school. After finishing up his degree from the University of Manitoba, Paul started out with MetLife Securities.
This thought-provoking workshop examines today's retirement planning realities, and can help you assess whether your current financial plan is fit to successfully navigate your path to retirement. Understand how you can build a strategy for retirement that improves your possibility of success, creates a margin of safety and addresses worst-case scenarios.
We explain what the other financial professionals mean when they say, don't retire at the wrong time. Specifically, how negative market returns early in retirement can adversely impact how long retirement savings will last. Contact us to discuss how we may be able to help you minimize this risk with solutions that offer more stability within your retirement portfolio.
Most of our clients already have an advisor, CPA, attorney, etc., that they've worked with. It's very common to have a lot of "stuff" done (such as wills, tax planning, investment accounts, etc.), but never had someone to act as your Household CFO to make sure the different pieces actually fit together.
At the National Ethics Association (NEA), you can find guidance and information on how to select a qualified and trustworthy business or professional. By joining the National Ethics Association (NEA), advisors place themselves in a position of scrutiny. They encourage due diligence, rather than hide from it.
Reviews (11)
Tina Drewes
Dec 05, 2021
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Brad Catron
Dec 01, 2021
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Janie Simpson
Nov 30, 2021
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We have been using Bailey Group now for several years and are so pleased w/ the level of service we get from both Paul and Jen. They are very knowledgeable and take the time to thoroughly explain the plans we have set up. They are always quick to respond w/ any questions and very informative with our retirement plans. We would highly recommend this group for all of your financial and planning needs.
George Schmieler
Nov 24, 2021
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Great results with personalized attention. Bailley Group Wealth Management team took the time to look at my current situation and my retirement goals to formulate a plan that would adjust as I got closer to retirement age. I thought the program was just about financial planning but it is much more. Financial planning is also about being insured for your family and what may be required if disabled or in death.
But what I really like about Bailley Group Wealth Management is the personalized attention I get. I'm not a social security number or an employee number. They looked at my company retirement
But what I really like about Bailley Group Wealth Management is the personalized attention I get. I'm not a social security number or an employee number. They looked at my company retirement
Troye Mathews
Nov 18, 2021
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A wonderful organization to work with. Paul gives custom one on one attention. Very professional, easy to talk to and listens to your needs. His secretary Jenn is amazing. Makes you feel like family when you call and is very prompt with any and all needs.
I highly recommend Paul Bailley Wealth Management
Troye Mathews
I highly recommend Paul Bailley Wealth Management
Troye Mathews
Odiawa Michael
Sep 03, 2021
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Having tried different trading platform , my last experience with Mrs Lilian Wilson is the best ever, I traded with $500 and within a week i made profit of $6500 and to my greatest surprise no extra charge was paid for my withdrawal. So I recommend Lilian wilson platform for effective trade to every one. Email: lilianwilson220@gmail.com whatsapp:+1 (315) 696-7425
Scott Patterson
Nov 14, 2019
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We had used other financial planners that were more interested in selling us products that benefited their bottom line more than ours. Our experience with Paul Bailley was completely different. We were led to investments that suited where we are in our lives, careers and financial position and we are ever thankful that we found Higgins & Bailley.
Nicholas Winkler
Aug 25, 2019
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By far superior results from Paul Bailey and this is only after working with him and his team at Higgins & Bailey Wealth Management for the last 8 months. From the moment you begin to work with Paul, you realize he treats you and your financial plans as if you are family. Top to bottom he makes sure what your primary financial concerns and goals might be, that he presents a well laid out detailed plan to make sure they are not only met but exceeded. I have personally already referred several of my close friends and family to Paul and his team and plan to continue to do so.
Olaf Kunz
Feb 01, 2019
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Over the past 5 years, my family and I have had the pleasure of working with David and Paul. We frequently meet to review our financial plans as our financial situation evolves and they are always available to answer the questions in between. They review all the ups and downs of the various plans and options available every time allowing us to make informed decisions. They provide solid advice that give me and my family peace of mind knowing we have planned well for our future. I can honestly recommend Higgins and Bailey Wealth Management with great confidence.
Mark Ward
Sep 02, 2017
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I first met Paul Bailley in 2001 when he took over my insurance and financials with Prudential. His attention to detail and his ability to make the most difficult legal language understandable to the financial illiterate (like me) made me very thankful that we had met. After all this time my friends Paul and David are the only choice for Wealth Management for our family. I have attended 3 of Higgins and Bailley dinner seminars with my family and friends to give them a chance to met Paul and David and let Higgins and Bailley give them the piece of mind that their financial future, was in good hands
David Schmidt
Jun 15, 2017
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Our first experience with David Higgins was in 2002 at a workshop on FAFSA for our son's college financial planning. David's knowledge, experience and personality made us comfortable moving forward with him in developing an in-depth financial plan not only for college expenses but for our own future, with an emphasis on retirement planning. In 2009 David partnered with Paul Bailey and what has been consistent in our relationship with this team is their commitment to preserving our assets while diversifying and growing our net worth for a comfortable retirement. David and Paul take their fiduciary
