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Howard Bailey Financial Inc.
Casey B. Weade, Certified Financial Plannerâ„¢ (CFPÂ®), RICPÂ® 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, Incâ„¢, in Fort Wayne, Ind., author of The Purpose Based Retirementâ„¢ book and host of The Purpose Based Retirementâ„¢ 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.
There are plenty of times when people can handle their investments, taxes and retirement planning themselves. Here's who can go it alone, and who should seek some advice. Which category do you fit into?
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Carefully consider the terms of the deal and your personal situation before you make this important retirement decision.