HomeServicesRetirement Planning

RETIREMENT PLANNINGExpertise In All Aspects Of Finance

Retirement Planning

We understand the unique needs and challenges investors face who are retired or are about to retire. It’s important to understand how you will structure your retirement income, how long your income will last, and which sources of income you should tap into first in seeking to minimize taxes and maximize income potential.

Through comprehensive planning, we can help you prioritize your goals and develop a strategy that seeks to protect and grow your retirement assets. Whether you are in the accumulation phase or have already retired, a comprehensive strategy is critical to helping you:

  • Meet retirement income needs, desires and expenses
  • Maintain lifestyle choices and priorities
  • Work towards funding goals for travel, healthcare, estate planning, charitable giving and other goals

We can assist you with the following retirement plans and strategies:

  • Retirement Income Planning
  • 401(k)/IRA Rollover Services
  • Traditional and Roth IRAs
  • SEP IRAs
  • SIMPLE IRAs

Boeing Employees and Washington State DRS Covered Employees: Our familiarity and extensive working knowledge of both state sponsored and Boeing retirement plans enable us to efficiently and effectively assist you with your retirement plan decisions.

Will You Be Ready for Retirement on Your Terms?

If you have questions about how prepared you are, or how long your income may last in retirement, we will be happy to meet with you to discuss your concerns and your objectives. There’s nothing more rewarding than the confidence that comes with knowing you are on the right path to pursuing your important financial goals. Contact Us to learn more.

Our founder, A. Sean Bailey is a member of Ed Slott’s Elite IRA Advisor Group℠—350 select financial representatives from across the United States who have received specialized IRA distribution training.

No strategy assures success or protects against loss. Ed Slott’s Elite IRA Advisor Group is not affiliated with Bailey Wealth Services or LPL Financial.

CONTACT BAILEY WEALTH SERVICESCall us today, e-mail us or leave a message

Schedule a free consultation

    https://i0.wp.com/baileywealth.org/wp-content/uploads/2021/05/bailey-wealth-3.png?fit=300%2C46&ssl=1
    1604 Hewitt Ave., Suite 704 Everett, WA 98201

    Follow us:

    Securities and advisory services offered through LPL Financial, a Registered Investment Advisor. Member FINRA/SIPC.

    The LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the following states: AK, AZ, CO, ID, IL, IN, MO, MT, NM, NV, OR, SC, TX, VA, WA.

    Copyright © Bailey Wealth Services 2021

    Holly Farrar

    Client Services Associate

    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.

    Education and Biography

    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.

    Albert Ballesteros

    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.

    Education and Biography

    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.

    Wes Burroughs

    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.

    Education and Biography

    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.

    A. Sean Bailey, CFP®

    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.

    Education and Biography

    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.

    Sonya Jones

    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.

    Education and Biography

    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.

    Sonya Jones

    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.

    Education and Biography

    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.