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.
Account Services Manager