Learn about the technology tools that we leverage in order to create your financial plan
Learn about how we approach each client relationship
Discover our quarterly update on a variety of financial planning topics
Our mission at John Bailey Financial is to build trusting relationships with our clients and the community and to be a valuable resource in helping them plan and invest. We will accomplish this by providing sound financial planning and excellent client service.
Nothing can replace a personal relationship with a trusted advisor who truly understands your needs. Our client relationships are built on four key pillars: Trust, Communication, Understanding & Independent Advice.
As we develop strategies to help you pursue your goals, we want to make sure you’re comfortable and confident with the decisions you make. Your questions, comments and suggestions are not only welcome – they are an essential part of the financial planning process.
We create strategies that are tailored to your needs and goals.
Years of experience have prepared us to guide you through your life transitions.
Trust. Honesty. Integrity. We believe values matter, and we live by ours every day.
We’d like you to come by for a visit to learn about your situation. We’ll ask you questions about where you are, where you’d like to be and what challenges lie ahead.
We’ll answer any questions that you may have about us and then together we’ll decide if it makes sense to continue, or not.