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Harvey Stephen Bailey , RFC®
HB Financial Resources, LTD
125 Floyd Smith Drive, Suite 100
Charlotte, NC  28262
Phone: 704 563 6844
Fax: 704 563 1571
Fee Range or Basis:
Fees for Comprehensive Planning, with a commission offset for assets under management or other products. Modular plans on a modest fee basis.
Attended Embry Riddle Aeronautical University,Graduated from Southwood College. Was Financial services instructor for three years at Central Piedmont College.
Years Experience: 40
RFC® , CEP, CSA, LUTCF
IARFC, MDRT, NAIFA, NAPFA, NICEP
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
Financial Products Offered:
Annuities     Buy/Sell Plans     CDs, Banking, Etc     Charitable Foundations     Collectibles/Coins     Disability Income Ins.     Healthcare Accounts     Life Insurance     Long Term Care Ins.     Mortgage Loans     Mutual Funds     Stocks & Bonds
Statement of Services:
HB Financial Resources, Ltd., is an independent investment planning and wealth management firm. Our principals, H. Stephen Bailey was a local writer for "Senior Directions for 10 years and had his own radio program for 8 years. He has published a book named "Dollar$ense for Mature Adults".He is one of the most quoted experts for age 65+ MATURED ADULTS. Stephen Bailey, Jarod A. Bailey and Stephanie K. Bailey independent financial professionals, have chosen to associate with NEXT Financial Group,Inc., an innovative and award-winning broker/dealer.* This allows them through HB Financial to offer comprehensive investment services and impartial advice. In 2010 H.Stephen Bailey was awarded 'The Loren Dunton Memorial Award " as the number one Registered Financial Consultant in the World. H. Stephen Bailey, Registered Financial Consultant, honors the same vow he made over 30 years ago, "I will suggest the same strategies and products to my clients that, under certain circumstances, I would select for myself". Steve has co-hosted a weekly radio show "Dollar$ense" on local radio stations for over 7 years. He has written a regular column entitled "Money Matters" in "Senior Directions" for several years. Steve is also the author of "Dollar$ense, A Book for Matured Adults". H. Stephen Bailey has been elected by his professional peers to serve as the current President of the International Association of Registered Financial Consultants, the fastest growing professional organization in financial services with over 10,000+ members around the world. * Each Year Investment Advisor magazine conducts a poll asking its representative readers to rate how well their broker/dealer is meeting their needs in key areas such as compliance, training, marketing, technoogy support, and overall performance. Broker/Dealers that are rated the highest by their representatives are named "Broker/Dealer ("B/D") of the Year" in one of four divisions based on each broker/dealer's total number of representatives.
Securities Offered Through: NEXT Financial Group, Inc.
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