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Casey B. Weade, CFP®

President, Howard Bailey Financial Inc.


Casey B. Weade, Certified Financial Planner™ (CFP®), RICP® and retirement planning professional, has been a sought-after speaker in northeastern Indiana on progressive personal finance and retirement planning strategies for nearly a decade. He is the president of Howard Bailey Financial, Inc™, in Fort Wayne, Ind., author of The Purpose Based Retirement™ book and host of The Purpose Based Retirement™ TV and radio shows.

Weade works to provide comprehensive financial planning strategies to pre-retired and retired individuals, helping them achieve total wealth optimization and reliable income sources in retirement. As a firm believer in establishing a clear purpose for an individual's future to maximize efficiency in his/her financial life, he acts as a financial coach by optimizing current financial situations and looking for the money that is falling through the cracks.

Latest Features

Building Wealth
May 2017

Why Those Impressive Financial Credentials Aren't Always So Impressive

Financial advisers often come with a string of letters after their names, but while some should give you confidence in their training, others could just mean they attended a one-day seminar.

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Building Wealth
February 2017

Pay Me Now: Pros and Cons of Adviser Compensation Models

There are three basic ways that financial advisers draw a paycheck. Which is the best option for you?

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Building Wealth
November 2016

Focus on a Purpose-Based Retirement Portfolio

You need different types of investments to address all the risks you face in retirement.

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Building Wealth
July 2016

What to Do If You Receive A Pension Buyout Offer

Carefully consider the terms of the deal and your personal situation before you make this important retirement decision.

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