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Plan For Your Future

Your Wealth Care Professionals
 

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Services Outstanding services.

Investments


Investments can play a key role in your financial security plan. A mix of savings plans can help achieve your goals.

Insurance


Insurance is essential to any comprehensive financial plan. It can protect your family from undue hardships.

Retirement


Retirement planning today has taken on many new dimensions that never had to be considered by earlier generations.

Finances


Managing your finances is an important component to any financial security plan. Money management strategies help you manage your savings on a daily basis.

Asset Allocation


Asset allocation is the process of selecting a mix of asset classes that closely matches an investor’s financial profile in terms of their investment preferences and tolerance for risk.

Charitable Giving


Everyone has their own reason for gifting their assets or a portion of their income to charitable organizations. Some find comfort in helping others who are less fortunate, while others simply want to share their good fortune.

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Recent Updates From Our Blog

Suggestions for Long-Term Financial Health
Jul 15, 2019 by Charles Bailey & Associates, LLC and Beacon Wealthcare Services, Inc.

Sometimes simple is best. Many of us tend to complicate our financial situation; overthinking our options while ignoring the basics.

But like anything else, the simplest rules are often the most important ones; and the ones most likely to be ignored. How many of these rules do you follow?

  • ALWAYS spend less money than you make. This may be the cornerstone of financial rules and it’s certainly the one that lends itself more to common sense. But as a society that...
Read More
Avoiding Bad Financial Decisions
Jul 15, 2019 by Charles Bailey & Associates, LLC and Beacon Wealthcare Services, Inc.

Managing finances properly is mainly common sense. While we’ve all made financial mistakes, most of those mistakes are easily rectified, particularly when promptly corrected. However, there are some financial decisions that can be much harder to recover from. Here are just a few of them:

  • Spending more than you make. This usually occurs when overusing credit cards. The temptation is there, particularly for those fresh out of college, to use credit cards to pay for...
Read More
Why Diversifying Your Portfolio is Important
Jul 08, 2019 by Charles Bailey & Associates, LLC and Beacon Wealthcare Services, Inc.

If you’re a beginning investor, it’s likely you’re concentrating on building your portfolio.  But as important as it is to build that portfolio, you should also ensure that it’s diversified.

Why is a diversified portfolio so important?

There are three key reasons why diversifying is important:

  1. A diversified portfolio helps minimize risk. Stocks can be a risky investment at any time, but with a diversified...
Read More

860.436.4977

750 Old Main St, Suite 303
Rocky Hill, Connecticut
06067 United States

cbailey@cbaileycpa.com

Securities offered through Avantax Investment ServicesSM, Member FINRA, SIPC.  Investment advisory services offered through Avantax Advisory ServicesSM.

Insurance services offered through an Avantax affiliated insurance agency.

Avantax affiliated advisors may only conduct business with residents of the states for which they are properly registered.  Please note that not all of the investments and services mentioned are available in every state.

The Avantax family of companies exclusively provide investment products and services through its representatives.  Although Avantax Wealth ManagementSM does not provide tax or legal advice, or supervise tax, accounting or legal services, Avantax representatives may offer these services through their independent outside business. 

This information is not intended as specific tax or legal advice.  Please consult our firm and your legal professional for specific information regarding your individual situation.

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