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Member Profile

Harvey Stephen Bailey , RFC®
HB Financial Resources, LTD
125 Floyd Smith Drive, Suite 100
Charlotte, NC  28262
USA

Phone: 704 563 6844
Fax: 704 563 1571
steve@hbfinancial.com
http://www.hbfinancial.com

Member Since: 1987

Compensation Basis:
Fees for Comprehensive Planning, with a commission offset for assets under management or other products. Modular plans on a modest fee basis.

Financial Services Offered:
Asset Protection     Business Coaching     Business Planning     Charitable Planning     Employee Benefits     Estate Planning     Exec Comp. Plans     Family Offices     Medicare Planning     Pension Planning     Personal Coaching     Portfolio Management     Retirement Planning     Seminars/Workshops     Tax Planning     Tax Returns Prep.     Trustee Services     



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