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Our Services

As Jamie Bailey develops a customized financial plan for you, she will walk you through a step-by-step process that will help you identify your goals and feel confident in your decisions.

Once your goals have been established, she will provide customized strategies to suit your vision and objectives. Included in the plan will be a built in method to help execute and monitor your financial progress.

Menu of Services:

  • Retirement Strategies
  • Investment Services*
  • Advisory Services
  • Financial Planning+
  • Trust and Estate Planning
  • Tax Reduction Strategies
  • Small Business Planning
  • College Planning
  • Life and Health Insurance
  • Long Term Care Insurance
  • Insurance Analysis

*These services are offered by Jamie Bailey and Jeannie Roberts through their affiliation with H.D. Vest Investment Services. +These services are offered by Jamie Bailey through her affiliation with H.D. Vest Advisory Services.