Your financial future. I can help you envision, plan, and prepare for it.
ABOUT MY PRACTICE:
My name is Rob Bailey, a financial professional with Principal® Financial Group based in Omaha, NE.
I take pride in working with and designing financial strategies for people to include individual, family, and business clients. I also take pride in servicing our military members (active duty, retirees and veterans) and helping our first responders achieve their financial goals.
My goal is to get to know you personally, your prioritized objectives and your values. I feel that every dollar you earn and accumulate is a tool to achieve a purpose.
My job is to ensure alignment with your goals and values. As you evolve, so will your plan. Often, not every goal can be addressed at once, so we'll work together to prioritize your plan and implement strategies that adapt with changing needs.
My services include insurance, investing, retirement, estate planning, business planning and group benefits, and wealth preservation.
I look forward in providing you the confidence you need to stay focused on the people and things that are important to you!
EDUCATION & CREDENTIALS:
Robert has 7 years of experience in the financial services industry following a 25+ year career in marketing management and commercial development. He graduated from Florida Southern College with a degree in Social Science/ECO and Political Science. He has his FINRA
Series 7, 63 & 65 securities registrations, as well as his Life, Accident & Health, and Variable Licenses.
Insurance products issued by Principal National Life Insurance Company (except in New York), Principal Life Insurance Company®, and the companies available through the Preferred Product Network, Inc. Securities and advisory products offered through Principal Securities, Inc., Member SIPC. Referenced companies are members of the Principal Financial Group®, Des Moines, IA 50392. Robert C. Bailey, Principal National and Principal Life Financial Representative, Principal Securities Registered Representative, Financial Advisor. 3329218-012024