Bailey Martin, CLU
Financial Advisor
I lead a highly experienced team that works to develop strategies and recommend personalized solutions designed to help clients accumulate, protect, transfer and distribute wealth. Our approach is flexible and accommodates each unique situation:
- Understanding your financial objective - We start by asking questions that assist us in understanding more about your financial goals and objectives.
- Developing strategies - Next, we analyze and evaluate the financial and personal information provided so we can match objectives with sound strategies.
- Implementing solutions - Using these strategies, we develop customized solutions tailored to your goals and objectives, drawing from a wide selection of world-class products and services.
- Providing timely, ongoing service - We review your situation to help ensure progress toward your financial objectives are being met.
AREAS OF SPECIALIZATION
- Personalized Financial Planning
- Life Insurance Planning
- Retirement Planning
- Retirement Income Strategies
- Investment Services
- Disability Insurance
- Long Term Care
- Employee Benefits
- Qualified and Non-Qualified Retirement Plans
- Business Continuation Planning
PROFESSIONAL DESIGNATIONS AND MEMBERSHIPS
- Chartered Life Underwriter (CLU)
- *Million Dollar Round Table (Member, 2010-Present)
- National Association of Insurance and Financial Advisors (NAIFA)
- National Association of Insurance and Financial Advisors (NAIFA) Clarksville Chapter (Past President)
- Securities Registered Series 6, 63 and 65
Bailey Martin is a Registered Representative (Series 6, 63, 65) with Cetera Wealth Services, LLC, member FINRA/ SIPC. Advisory Services offered through Cetera Investment Advisers, LLC, a registered investment adviser. Cetera is under separate ownership from any other named entity.
*Million Dollar Round Table (MDRT) is an independent membership organization of the insurance and financial service professionals. Membership levels are based on commissions, premiums, or fee generated within a year from investment and insurance products. Members must apply annually and pay a fee. Members must also adhere to the MDRT Code of Ethics. Listing in this publication and/or award is not a guarantee of future investment success. This recognition should not be construed as an endorsement of the financial professional by any client. No compensation was provided directly or indirectly by the recipient for participation or in connection with obtaining or using the third-party rating or award.