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7480 Honeysuckle Suite 100 Temple, TX 76502

(254) 774-8882
info@johnbaileyfinancial.com
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”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 their financial
goals. We will accomplish this by providing sound financial
planning and excellent client service.”

Comprehensive Financial Planning

• Retirement Planning
• Social Security Income Strategies
• Insurance Planning
• Education Planning
• Financial Statement Analysis
• Budgeting/Cash Flow Analysis
• Major Event/Purchase Planning

Investment Management

• Plan Implementation and Investment Selection
• Advisory Services
• Retirement Plan Participant Investment Advice
• Asset Allocation
• Tax-efficient Investment Strategies
• Socially Responsible Investment Options

Risk Management

• Life Insurance
• Long-Term Care Insurance
• Disability Insurance
• Annuities

Securities offered through LPL Financial member FINRA and SIPC. Investment advisory services
offered through John Bailey Financial, a Registered Investment Adviser.
John Bailey Financial is a separate entity and is not owned or controlled by LPL Financial.

For more information about our firm and the services we offer, send us a quick email or call the office. We would welcome the opportunity to speak with you.

john@johnbaileyfinancial.com  |  (254) 774-8882