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405.256.6153

Team

You’re ahead, you’re behind; it’s too much, it’s not enough, it's too complicated. It’s unlikely these scenarios have not weighed on the mind of every spouse, parent or business owner in regard to their financial life. 

We know you want to be prepared and take the best care of your family, business, and all others you care about. We would be honored to help you feel more confident about your financial situation.

As a comprehensive financial planner, Jamie Bailey will help you define the kind of life you dream about, and build the strategy to fund and live it. She uses a unique system to analyze and organize all the components of your financial life. Armed with this information you will know which financial issues are adequately covered and where you are exposed to risk.

Knowledge is power. Jamie Bailey provides the knowledge to help you put in place a solid financial plan, a strategy to pursue your goals, plus on-going monitoring. With this knowledge you will understand the answers to your financial questions. 

Successful Financial Strategies is proud of the signature service we are known for. It is our privilege to help people make smart choices today to pursue a brighter financial future.


 

Jamie Bailey

Financial Planner* and Owner

405.256.6153

405.256.6154

[email protected]

For many people financial issues create anxiety. Clients tell Jamie one of the best benefits of working with Successful Financial Strategies is her ability to put them at ease while explaining financial issues in language they understand.
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Michelle Kimberlin

Account Services Manager

405.256.6153

405.256.6154

[email protected]

Jeannie Roberts

Investment Representative

405.256.6153

405.256.6154

[email protected]

Joni Whitney, CPA

In house CPA

405.623.3658

[email protected]

Joni Whitney, CPA is located within our office. She provides tax services for both businesses and individuals. Joni also offers monthly accounting service for small businesses. Having a tax and accounting professional in house is an...
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