Complete Retirement Planning Services

Get a 360-degree view of your finances and a plan that you can live with.

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The best time to plant a tree was 20 years ago
The second best time is now

Let’s get started on your retirement planning

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Our goal:
Mitigate risk in your investment portfolio and reduce your taxes

It’s our strategic difference

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Wealth Preservation & Active Asset Management

With decades of experience, we’re here to help you

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Download our free report:
10 Steps to Retirement

Meet Your Team

Richard Bailey began his insurance and financial services career straight after college in 1970 with American General. By 1972, he was promoted to Regional Manager and moved to Cushing, Oklahoma. With all of his success, in 1974 he moved back to Ada and ventured out on his own where he officed out of his home until 1981 when they bought the current building they reside in.

With Richard’s expertise, Bailey & Associates has experienced growth that has taken it well beyond the boundaries of Pontotoc County, Oklahoma, into many small communities in multiple states where it serves the financial and insurance needs of thousands of consumers from every walk of life.

Today, Richard’s team is driven by Richard’s work ethic and determined to provide the same level of personalized service and passion Richard has exhibited over the years. They look forward to serving you and your family in any way possible.

 

Discover how we can help you make a financial plan for retirement based on YOUR specific needs

Financial Services

At Bailey & Associates, we offer or can refer you to professionals providing:
Retirement Income Strategies, Wealth Accumulation, Asset Protection, Tax Minimization Planning, Long-Term Care, IRA Legacy Planning, Life Insurance, Annuities, IRA and 401(k) Rollovers, Medicare Supplements, Health Care, Disability, Dental, and Vision.

Retirement Income Strategies
Retirement Income Strategies

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IRA  and 401(k) Assets
IRA and 401(k) Assets

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Wealth Accumulation
Wealth Accumulation

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Asset Protection
Asset Protection

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Long-Term Care
Long-Term Care

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Life Insurance
Life Insurance

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Health Care, Dental & Vision
Health Care, Dental & Vision

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Medicare Supplement Insurance
Medicare Supplement Insurance

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Financial Education, Resources and Industry News

Our emphasis on client education and involvement is what sets us apart from other financial planning firms.  It’s our goal to both educate and empower you to a better understanding of your own wealth management.

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Efforts and courage are not enough  without purpose and direction.

Winston Churchill

The key is to keep company only with people who uplift you, whose presence calls forth your best.

Epictetus

Don't watch the clock; do what it does. Keep going.

Sam Levenson

Our team is standing by to assist you along the way.

Contact our experienced staff for a no obligation review of your current financial situation and learn about how our
advanced retirement planning can safeguard your future.

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