Up until now, you have most likely spent retirement enjoying your newfound freedoms💃and making yourself aware🔍of the changes to come.
In the next phase, you will be looking at how to navigate greater risks 🚧to your longevity –things like…
As the 9-5 life fades further from your norm, it’s easy to feel lost and empty. For many of us, our careers
were what defined us, what gave us purpose.
Whether that was a corporate job, skilled labor, raising children, …
…What are the ordering rules? Roth IRA distributions can consist of contributions, converted funds and
earnings – or any combination of the three. To determine what your distribution is, you must use “ordering
rules” which dictate the order in which
Retirement – when you get to be a kid again! It’s what you spend your entire adult life working towards, and many of us put off pursuing our personal hopes, hobbies, and endeavors until we get to this phase.
We …
As you settle into retirement, it’s time to ponder some not-so-distant decisions that need to be planned for.
You have already made one huge adjustment, and there are many more on the horizon.
At this point, you may have finally …
Truth be told, talking about transportation at this phase of life can be a touchy subject.
Giving up driving can feel like you are surrendering a huge piece of your freedom. But truth be told, with so many resources these …
…Choosing your place of residence may not be one of the first things that come to mind when you think about planning for retirement. But, as you start this new phase of your life, there are many different factors to
Converting your traditional IRA to a Roth IRA can come with many benefits, including eliminating the uncertainty of how future tax rates will impact your income in retirement.
Plus, say goodbye to required minimum distributions (RMDs) during your lifetime, …
It’s the moment we all wait for!
Newfound freedom has opened many doors for a lot of retirees. But what people don’t anticipate is the sense of uncertainty and unfamiliarity that comes along with it.
What happens when you are …
September 11 is 401(k) Day. Celebrate by considering different strategies for boosting your contributions.
A 401(k) account is one of the most valuable tools for saving and planning for retirement. Many plans offer features that can help you set aside …
As director of First Impressions, I strive to make sure our clients have a comfortable and meaningful experience while providing remarkable customer service at the highest standards. I enjoy going to local Everett events and festivities while spending time with friends and family. I love to read, especially dystopian novels. I am involved in volunteering opportunities within the community including grocery shopping for homebound people, coffee trailer and first responder appreciation.
Training
Holly Studied Business and Management at Sno-Isle Business and Management & Everett Community College. She has over 20 years of customer service and administrative experience.
Specialisms
Holly’s focus is to create meaningful connections between our clients and our office. She schedules appointments, answers calls, processes transactions, preparing paperwork to maintain accounts as well as opening new accounts, and transfers.
With over 25 years of customer service working in the Financial Industry and the State of Washington, Albert is a welcome addition to the service team. He helps with opening new accounts and servicing current accounts. You have probably received appointment reminders from him. He also works with the marketing team in planning monthly letters to clients, planning special events and creating the weekly newsletters.
In his spare time, he volunteers at Northshore Christian Church, having completed two mission trips to the Philippines and has a passion for singing. He enjoys playing and watching most sports but is especially an avid fan of the Everett Silvertips.
TRAINING
Albert attended Honolulu Community College where he obtained his AA in Liberal Arts.
SPECIALISMS
Albert joined Bailey Wealth Services in 2022. His focus is to provide support to both prospective and existing customers with exceptional customer service. He is very personable and brings professionalism to his role.
One of the things I enjoy most about what I do is educating clients on what is available to them as an investor. Our clients know where they’re at financially and where they are going because we make breaking down the complexities of a constantly changing world a top priority. Outside of work, I love spending time with my wife, Blyn, and playing with our daughter, Sophia. I also enjoy running and hosting game night with friends.
TRAINING
Wes attended Liberty University where he obtained his BA in Philosophy.
SPECIALISMS
Wes joined Bailey Wealth Services in 2021. His focus is helping families maintain and grow the wealth they already have. Wes enjoys working with our valued clients to facilitate financial relationships by providing solutions, solving problems, and helping them manage their financial lives.
My mission is to assist families as they strive to acquire, accumulate and retain wealth in a tax efficient manner so they may live in retirement with confidence and dignity. When I’m not engaged in professional activities, you can find me on a mountain top with my wife, Kim, and our two children, Eleanor and Oscar.
TRAINING
Sean received his Bachelor’s Degree in Business Administration, Finance Concentration, from the University of Washington.
SPECIALISMS
Sean Bailey has been in the financial services industry for 30 years. He specializes in developing comprehensive financial, estate and retirement planning strategies for clients nearing and in retirement. Sean is a Registered Principal and Investment Advisor with LPL Financial. He is a CERTIFIED FINANCIAL PLANNER™ Practitioner. Sean is also a member of the Financial Planning Association and Ed Slott’s Elite IRA Advisor Group.
Ed Slott’s Elite IRA Advisor Group is not affiliated with Bailey Wealth Services or LPL Financial.
CLIENT SERVICES ASSOCIATE
I endeavor to provide excellent service to our clients and organizing processes and procedures to ensure our office runs smoothly. When not working, I enjoy spending time with my fiancé, Erik, and our two boys, Lukas and Archer along with our dog Pixie. I love cooking for them and experimenting with different recipes and techniques, including treats for Pixie. Our favorite family activity is taking road trips, especially to California to visit family and friends.
Sonya received her BA in Art at California State University, Chico and has over 25 years of administrative and customer service experience in the financial services and accounting industries.
Sonya’s focus is to help clients reach their financial goals by assisting them with their various transactions and paperwork to service and maintain their accounts. This includes opening new accounts and initiating transfers from and to financial institutions. Sonya is constantly looking for new ways to improve our processes to ensure we work efficiently and in a manner that creatives positive experiences for our clients.
CLIENT SERVICES ASSOCIATE
I endeavor to provide excellent service to our clients and organizing processes and procedures to ensure our office runs smoothly. When not working, I enjoy spending time with my fiancé, Erik, and our two boys, Lukas and Archer along with our dog Pixie. I love cooking for them and experimenting with different recipes and techniques, including treats for Pixie. Our favorite family activity is taking road trips, especially to California to visit family and friends.
TRAINING
Sonya received her BA in Art at California State University, Chico and has over 25 years of administrative and customer service experience in the financial services and accounting industries.
SPECIALISMS
Sonya’s focus is to help clients reach their financial goals by assisting them with their various transactions and paperwork to service and maintain their accounts. This includes opening new accounts and initiating transfers from and to financial institutions. Sonya is constantly looking for new ways to improve our processes to ensure we work efficiently and in a manner that creatives positive experiences for our clients.
