Baillie & Associates

Baillie & Associates Wealth Management is a financial services firm dedicated to providing the highest quality comprehensive investment solutions to individuals, estates, trusts, charitable foundations, and small businesses. We strive to help our clients achieve their financial and life goals through careful planning and strategic investments. Our team of experienced professionals is committed to delivering personalized service and objective advice.

We offer a wide range of services tailored to meet the unique needs of our clients. These services include retirement planning, estate planning, cash flow planning, college savings strategies, insurance strategies, and more. Our goal is to help our clients navigate the complex world of finance and make informed decisions about their financial future.

Services

At Baillie & Associates Wealth Management, we offer a comprehensive suite of services designed to help our clients achieve their financial goals. Here are some of the services we provide:

*Retirement Planning*: We work with our clients to develop a customized retirement plan that takes into account their income, expenses, and retirement goals. We help our clients invest in a diversified portfolio of assets that is designed to provide a steady stream of income during retirement.

*Estate Planning*: We help our clients develop a comprehensive estate plan that includes the preparation of wills, trusts, and other legal documents. Our goal is to help our clients protect their assets and ensure that they are distributed according to their wishes.

*Cash Flow Planning*: We help our clients develop a cash flow plan that takes into account their income, expenses, and savings goals. We work with our clients to create a budget that allows them to live within their means while also saving for the future.

*College Savings Strategies*: We help our clients develop a college savings plan that takes into account the cost of tuition, fees, and other expenses. We work with our clients to identify the best savings vehicles and investment strategies for their unique situation.

*Insurance Strategies*: We help our clients develop an insurance plan that protects them against unforeseen events. We work with our clients to identify the right types and amounts of insurance coverage for their needs.

In addition to these services, we also offer investment management, tax planning, and money management services. Our goal is to provide our clients with a holistic approach to financial planning that takes into account all aspects of their financial life.

Military Professionals

At Baillie & Associates Wealth Management, we have a deep understanding of the unique financial challenges faced by military professionals. We work with our military clients to develop a financial plan that takes into account their military benefits, retirement plan, and other unique considerations. Our goal is to help our military clients make the most of their hard-earned benefits and build a secure financial future.

Federal Employees & Postal Workers

We also specialize in working with federal employees and postal workers. We understand the complex benefits system and can help our clients make informed decisions about their TSP, FEGLI, and other benefits. Our goal is to help our federal employee and postal worker clients maximize their benefits and build a secure financial future.

Investment & Life Insurance

At Baillie & Associates Wealth Management, we offer a range of investment and life insurance products designed to meet the unique needs of our clients. We work with our clients to identify the right types and amounts of insurance coverage for their needs, and to develop a investment strategy that is tailored to their risk tolerance and financial goals. Our goal is to help our clients build a diversified portfolio of assets that is designed to provide long-term growth and income.

Social Security

We also help our clients develop a social security strategy that takes into account their income, expenses, and retirement goals. Our goal is to help our clients maximize their social security benefits and build a secure financial future.