Lynn A. Bailey Financial Planner
/
Financial Advisor in Quincy, Massachusetts
Helping clients achieve their goals through solid financial planning. I work a lot with wealth management specifically in retirment planning, estate planning, income tax planning, investment services and overall family financial planning. My goal to help others take control over their own financial situations.
Specialties
401K Consulting
Annuities & Life Insurance
Asset Protection
Business Planning
Certified Financial Planner
CFP ®
College Planning
Comprehensive Financial Planning
Corporate Bonds
Disability Income & Long Term Care Insurance
Divorce Planning
Estate Planning
Family Financial Planning
Income Tax Planning
Independent Investment Advisor
Investment Consulting
Investment Policy Statements
Investment Services
IRA
Middle Income
Mutual Funds
Passive Investment Strategies
Professional Wealth Management
Retirement Distribution Plan
Retirement Planning
Stocks
Sudden Money Institute Advisor
Wealth Management
Women's Issues
Young Investors
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