Hunter W. "Bill" Bailey
Registered Advisory Associate, MSFS, CTS, CES, CFS, CIS, CAS
Bill is the founder of Wealth Strategies and has been providing financial services since 1980. He believes that the greatest value he can provide for his clients are honesty, integrity, and a strong commitment to his client's.
Nashoba R. Bailey, ChFC® (Chartered Financial Consultant)
Investment Advisory Associate, CTS, CES, CFS, CIS, CAS, Co-Author
Nash is the firm's newest advisor but has been investing since he was 12 years old. He has co-authored a book and teaches classes at local colleges. Nash loves to stay current on new policies and trends.
Active Retirement Investing Book
Empowers you to evaluate your advisor, gain confidence to invest independently, and equip yourself with the knowledge necessary to make informed decisions when selecting a trusted financial advisor.
"The Process"
Booklet
The guide contains in-depth and detailed information designed for the do-it-yourself investors, clients or advisors wanting to know the specifics of every step. Use this guide to help you develop your own method.
Portfolio Diagnostic
This form was created as part of our comprehensive review to evaluate performance, risk, and potential returns of all investments.
Fund Selection
This is part of our process we use in evaluating and selecting investment funds for our clients.
Annual Review
We created this form to use when we take our clients through their annual review process.
Confidential Client Profile
We created this confidential profile to collect key data to efficiently review assets and get an overall picture of someone’s current financial situation.