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 for retirement. 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, objective 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.
An Invitation: 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.