Financial Services

One stop. One Strategy.

Preparing for retirement should create excitement, not concern. Yet for many, that’s not necessarily the case.

One-third of retirees (33 percent) do not have a plan for how much money they will spend each year in retirement and where that money will come from.1 Additionally, three in four Americans remain highly anxious about their overall retirement outlook.2

That’s where we come in.

From tax efficiency strategies, investment advice and guaranteed* retirement income you cannot outlive — we’ll cover as many bases as possible to help you create a strategy for retirement success.

*Guarantees backed by the financial strength and claims-paying ability of the issuing insurer.

At Howard Bailey of NC, we offer you the following services:
(Click the links below to learn more about each service)

Request a Copy of Our Retirement Kit

This helpful retirement kit includes three guides that address topics you should consider when planning your retirement.

Enter your name and email address to receive your kit!

We are an independent financial services firm helping individuals create retirement strategies using a variety of investment and insurance products to custom suit their needs and objectives.

Investment advisory services may be offered through Global Financial Private Capital LLC, an SEC Registered Investment Adviser, or Howard Bailey Securities LLC, a Registered Investment Adviser.