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Dr. H. Stephen Bailey, MRFC®
Contact
HB Financial Resources, LTD.
4520 Mint Hill Village Lane Ste.106Mint Hill, NC 28227 US
Phone: (704) 563-6844
Alt. Phone: (704) 365-5992
Fax: (704) 563-1571
http://hbfinancial.com
Member Since: 1987
Membership Expires: 4/1/2025
IARFC Member: Yes
MRFC Certification Date: 4/1/2017
RFC Since: 9/1/1987
IARFC Designations/Credentials
MRFC®
Assocation Member
Financial Services Offered
Compensation Basis: Fees for Comprehensive Planning, with a commission offset for assets under management or other products. Modular plans on a modest fee basis.
Estate Planning
Business Planning
Portfolio Management
Trustee Services
Pension Planning
Executive Compensation Planning
Personal Coaching
Retirement Planning
Medicare Planning
Tax Planning
Tax Returns
Seminars/Workshops
Employee Benefits
Family Offices
Business Coaching
Charitable Planning
Asset Protection
Comprehensive Personal Financial Plans
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