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Howard Bailey Financial, Inc.

A family company providing trusted financial advice for generations to last generations.

Today’s retirement landscape is rocky at best, and one of the most important aspects of planning for retirement is working with the right financial advisor. Retirees are faced with the tough task of sorting through all the choices of today, so that they find the right person who will help them plan for tomorrow, and beyond.

Our team of advisors and the support staff at Howard Bailey Financial is committed to providing the very best service in the retirement planning industry today.   Through continuing education, weekly team meetings and planning sessions, and a comprehensive team planning approach, we have helped hundreds of retirees across the country secure their financial futures.

Howard Bailey Financial is a full-service, fee-based independent advisory firm dedicated to delivering above and beyond expectations.  At Howard Bailey Financial you can expect:

  • To be educated about your financial situation more than you have ever been before
  • To understand where you currently are, and where you can expect to be at any point in your retirement future
  • To have a completely custom written financial plan that consists of:
    • A lifetime of security, thanks to a lifetime of income
    •  A wide variety of tools and services tailored just for you
    • A genuine understanding of your goals
    • A realistic assessment of your needs
    • Timely answers (within 24 hours) to any and all questions that arise including periodic updates service requests
    • Regular reviews and in-depth analysis
    • Regular educational events and correspondence
    • An estate plan that allows you to avoid probate and pass your money on to your heirs in the most tax-advantageous way possible.

We have achieved a long-term track record of success helping those we serve live a secure, comfortable life utilizing tools and services that may help you achieve financial security and independence.

Contact us at or call us at (866) 482-9559 to schedule a time to discuss your financial situation and the potential role of insurance or investments in your financial strategy.

Meet Casey Weade

Casey B. Weade, CFP® , a leading retirement planning professional and published author, has been a sought after speaker in northeastern Indiana on progressive personal finance and retirement planning strategies for nearly a decade.
learn more about Casey!
The Purpose Based Retirement Show
Featuring Casey Weade, from Howard Bailey Financial every Tuesday night at 7:30 pm, Channel 21 Alive 
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Financial Safari Radio
Listen to recent radio shows of the Financial Safari with Casey Weade, airing on 1190 AM WOWO, 1:00 p.m. Sundays.

Casey Weade's New Book
Order your copy of The Purpose Based Retirement - Forget the Silver Bullet... Straight Talk for Your Golden Years.
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Investment Advisory Services offered through Global Financial Private Capital, LLC, an SEC Registered Investment Advisor.

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

*Guarantees provided by insurance products are backed by the claims paying ability of the issuing carrier.

The 10 Things to Know About Planning Your Retirement Income Report is provided for informational purposes only. It is not intended to provide tax or legal advice. By requesting this report you may be provided with information regarding the purchase of insurance and investment products in the future.

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