Rick D. Bailey, JD, MAcc, CFP®

 
 
Consulting - Coaching - Speaking
  • Consulting
  • Coaching
  • Speaking
Partnering with financial professionals to Help them acquire, identify, present and close Life Insurance Sales In The Business Owner Market
 
 
Hi I'm         
Jeremy Jackson
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 Consectetur id vel elit. Etiam eleifend urna ac mauris sollicitudin, eget porta enim fringilla. Morbi ultricies orci a bibendum varius. Nulla facilisi. Aenean sagittis pharetra augue, quis viverra leo fermentum consectetur. Pellentesque viverra dui vitae nisl blandit eleifend. Nam laoreet semper felis at luctus. Quisque eget commodo magna.

 Maecenas consequat quis magna pellentesque tincidunt. Suspendisse potenti. Quisque lacus sapien, suscipit a malesuada et, laoreet et eros. Mauris malesuada aliquet odio, in vulputate magna commodo sed. Phasellus non pretium elit. 
Let's Orchestrate Financial Success
Together
Every person is unique. Every business is unique. Every legacy is unique. And it makes sense that quality financial planning should reflect that. 

Whether your clients are looking to Grow, Access or Protect their wealth, my goal is to partner with you, their trusted advisor, attorney, or CPA, to help you continue to be the hero and orchestrate your clients' financial success using the most tax-advantaged methods available today. 
Often these strategies include: 
  • Advanced Tax Strategies
  • Business Planning
  • Estate & Legacy Planning
  • ​Risk Management & Protection Planning
  • ​And Much More...

 

 

Working With Me All Begins With A Discovery Call...
And It's Easy As 1 - 2 - 3
1
Click the Button Below and fill out some brief information like your name, phone number, and the topic you wish to discuss on your discovery call.
2
After we receive your information, one of my team members or I will reach out to you to gather some more information, and see if we can help you. 
3
Working with my team and I is extremely stress free. Our goal is not to come in and push you out, but rather to partner with you and work within whatever capacity is needed. From background and back office support, to being in front of your clients or closing deals, we will be there to support you at each step along the way.
About Me
From the very beginning of my career, I realized that it wasn't just one product, one service, or even one professional that brings true, lasting, multi-generational financial success.

With that in mind, I made it my goal to gain as much knowledge and real world experience as possible. A quick overview of my background include the following... 

✔ Certified Financial Planner (CFP®) 
✔ Master’s Degree in Accountancy/Taxation
✔ Juris Doctorate
✔ Estate Planning Attorney (my personal firm)
✔ Financial Planner
✔ Regional Marketing Director & Advanced Planner for a Major Life Insurance Company

With decades of experience in legal, tax, and financial services, I have had the pleasure of helping thousands of individuals whose net wort ranged from the low 5-figures, to the 10-figures, and everywhere in between; and now my passion and expertise lies in partnering with CPAs, attorneys, financial advisors, and insurance professionals to orchestrate the financial success of their clients. 
Want To Learn More?
Schedule Your Complimentary Discovery Call
Areas of Expertise...
Tax Planning
Business Planning
Employee Retention Planning
Business Prenup Planning
Retirement Planning
Life Insurance
Investment Management
Disability Insurance
Captive Insurance
Executive Benefits
Long-Term Care Planning
Charitable Planning
And Much More!
Personal & Family Planning
Planning for tomorrow without sacrificing today...

We're not here to tell you how to live your life. We're here to give you the road map to get you where you want to be in the future, while keeping today's needs in mind.

From budgeting and life insurance to investment planning and wealth building, we are here to worry about your financial needs so you don't have to!
  • Protect Against Risk & Losses
  • Reach Financial Goals
  • Create A Lasting Legacy
 
Business Planning
You work hard IN your business every day...

We help you earn and KEEP more money by making sure your business is being worked ON.

With us, you don't have to worry about whether or not you are losing money or people (both in your business AND your personal life) due to a lack of planning.

Regardless of what your team looks like today, we include experts and specialists at every stage of the planning process with a special focus on: 
  • Advanced Tax Planning to Keep More of YOUR Money
  • Retaining Key Employees to Keep Your Business Running Smoothly
  • Protecting Against Known and Unknown Threats to Your Business
 
Legacy Planning
How do you want to be remembered?

Designing a legacy means more than just making sure you pass on wealth to future generations. It's about making sure your story and what really matters lives on forever in the hearts of those you care about most.

Our three-pronged approach is about leaving a lasting legacy that encompasses your:
  • Values 
  • ​Family
  • Community
 
If I have a discovery call, do we have to move forward?
No. The discovery call is just that, a chance for us and you to figure out if it's mutually beneficial to partner up and work together. While there are a number of strategies and concepts that my team and I specialize in, there are situations where we may not be a fit. If that's the case, we will be upfront and make additional recommendations or referrals if needed.
How much do you charge?
Each situation is approached on a case by case basis. Typically we charge in one of three ways: Upfront Consulting Fees, Retainer Contracts and/or Case Splits. After your discovery call, my team and I will analyze your client's situation, perform research if necessary, and then let you know which structure will work best.
What kinds of professionals do you work with?
Because of the type of planning we do, we can work with (and have worked with) financial professionals of all types including attorneys, CPA's, investment advisors, life insurance professionals, property & casualty agents, and many more.  An added bonus, you DO NOT need to move any of your contracts. Everything depends on your client's situation,  which is why we encourage you to schedule a discovery call 
Ready To Schedule Your Discovery Call?
Perfect! Tell me what your looking for so I can help you 
Hi I'm         
Jeremy Jackson
 Lorem ipsum dolor sit amet, consectetur adipiscing elit. Maecenas porta orci ut nisi laoreet, eget hendrerit nisi sagittis. Nam rutrum, arcu vel pellentesque interdum, risus est sodales purus, sit amet congue felis felis non metus. Aliquam nunc ante, venenatis facilisis scelerisque in, vehicula sit amet mauris. Curabitur tempor ullamcorper porta. Quisque et massa in massa ullamcorpe .

 Consectetur id vel elit. Etiam eleifend urna ac mauris sollicitudin, eget porta enim fringilla. Morbi ultricies orci a bibendum varius. Nulla facilisi. Aenean sagittis pharetra augue, quis viverra leo fermentum consectetur. Pellentesque viverra dui vitae nisl blandit eleifend. Nam laoreet semper felis at luctus. Quisque eget commodo magna.

 Maecenas consequat quis magna pellentesque tincidunt. Suspendisse potenti. Quisque lacus sapien, suscipit a malesuada et, laoreet et eros. Mauris malesuada aliquet odio, in vulputate magna commodo sed. Phasellus non pretium elit. 
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