Sean Bailey, Financial Advisor

Focus Areas

  • Wealth strategies
  • Retirement income strategies
  • Estate and legacy strategies
  • Business retirement plans
  • Business owner considerations
  • Retirement savings strategies

About Sean

If you're like so many of my clients, you're juggling work and leisure, kid time and "you" time, home ownership needs and more, all the while anxiously anticipating this year's vacation. In short, you're busy.

Hopefully, that's not putting your financial welfare on the back burner. While anybody can pick a stock or open a savings account, there's much more to financial security. Have you considered the goals you have for your family – perhaps a good education, freedom from debt, a vacation home or an early retirement that's fully funded? Have you explored the tax implications of the investments you...

Work History

  • Edward JonesSeptember 2014 to Current

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 09:00AM - 08:00PM
Tue 09:00AM - 05:00PM
Wed 09:00AM - 05:00PM
Thu 09:00AM - 08:00PM
Fri 09:00AM - 04:00PM
Sat Closed
Sun Closed

More to explore

My priorities

What are your priorities?

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Setting your path

We use an established process to help you reach your goals.

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