Phil Bailey is President of Bailey Retirement Partners and a CERTIFIED FINANCIAL PLANNERTM Practitioner. Phil is also a Registered Principal with Raymond James Financial Services, Inc., member FINRA/SIPC. His main responsibilities are assisting you in clarifying your financial goals and objectives, recommending appropriate strategies, and managing your investments to help you attain your desired financial objectives. Importantly, he focuses on risk management strategies and will be delighted to share his discipline with you. Phil essentially functions as your “Financial Quarterback” – that is, he helps to ensure that all of the critical areas of your financial picture – Retirement Income, IRA Distributions, Investments, Income Taxes, Estate Planning, and Insurance – are properly coordinated. Phil built Bailey Retirement Partners through a meticulous work ethic and by focusing on an investment discipline suitable for retirees and investors concerned about the preservation of their wealth. Phil's clients take great comfort in his 30 years of experience, commitment to meeting client needs, attention to detail, and service-oriented approach. He takes great pride in sharing his expertise and genuine interest with his clients.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, and in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.