Bailey Financial Services, LLC is a retirement planning and wealth management firm based in Alabaster, Alabama. The company helps individuals plan for retirement and pursue financial goals through personalized strategies designed around their needs and stage of life. Its team includes Howard Bailey, an agent, owner and Investment Advisor Representative, and Ashley Floyd, office manager.

Bailey Financial Services describes itself as independent, offering clients access to a range of products, services and approaches. Its offerings include IRA and legacy planning, tax-efficient strategies, wealth management, retirement income planning, asset protection strategies, IRA and 401(k) rollovers, investments, annuities and insurance products. The firm also provides meeting scheduling and educational resources, including a complimentary guide addressing common retirement questions and financial challenges.

Insurance is offered through the firm’s insurance business, while investment advisory services are provided through AE Wealth Management, LLC, a registered investment adviser. Bailey Financial Services notes that investing involves risk and that it does not provide tax or legal advice.