Singer Financial Group joins the Howard Bailey Financial family.
To my valued client:
I am excited to announce that Singer Financial Group has been acquired by Howard Bailey Financial Inc.™, a Midwest-based financial firm that mirrors our values and vision when it comes to retirement planning.
Above all, I want to emphasize that this acquisition is being conducted with you in mind. The change in ownership has minimal impact on the relationship I’ve built with clients, but brings immense opportunity for our team to heighten the level of service and focus we provide you. I will remain in my current role, as will the remainder of our staff, while Howard Bailey Financial oversees our business management and operation responsibilities.
To provide you with a brief background on Howard Bailey Financial, they are an independent, fee-based financial team that follows a fiduciary standard. In 2002, the firm was founded as Davenport Financial Services. In 2011, they changed their name to Howard Bailey after CEO and Founder, Casey Weade, took ownership.
Although Howard Bailey serves clients across the U.S., their home-based office is located in Fort Wayne, IN. They have additional office locations in Mishawaka IN, soon-to-be Toledo, OH, and now, here in Brownsburg. Their team consists of three CERTIFIED FINANCIAL PLANNERS™, seven Financial Advisors, and an entire support staff.
With the Howard Bailey team behind us, Singer Financial Group now has an improved contingency plan, as well as a larger team here to support you and your financial goals. Howard Bailey will bring additional research, training, technology, education and support to our team, all of which is aimed to benefit you and keeping your retirement plan on track.
What can you expect next? It is our top priority to ensure this transition under Howard Bailey goes as smoothly as possible. We will continue our focus on protecting your portfolio and shifting compensation strategies by utilizing other money managers and various strategies to see tactical management of a volatile market.
We appreciate your ongoing support and look forward to broadening the services we offer you. Our team here at Singer Financial Group, as well as the Howard Bailey team, are sincerely looking forward to our future together, and helping you build your ideal retirement.