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The science of retiring with confidence; the art of living with purpose

Meet Casey

Casey Weade is a sought-after retirement planning professional, speaker and CEO/Chief Visionary of the national financial firm, Howard Bailey. He hosts the “Retire with Purpose” radio, TV show and podcast—providing sound financial guidance to pre-retirees and retirees across the country. He is also a Certified Financial PlannerTM (CFP®), Chartered Life Underwriter (CLU ®), Retirement Income Certified Professional® (RICP®), an Investment Advisor Representative, and holds licenses in Life, Accident, and Health insurance.

Casey’s not only passionate about guiding people toward a financially secure retirement, but he also zones in on what your Golden Years might look like. His “Purpose-Based Retirement” philosophy begins with finding your “why” and building a plan to protect that. In Casey’s words, “The path to retirement is all about utilizing offensive strategies. But once you actually get there, the game switches to defending your purpose for retirement and, in turn, your life savings from the major risks it will face.”

Casey is a lifelong Midwest native, and currently resides in Fort Wayne, IN, with his wife and two sons. He sponsors the Howard Bailey Junior Golf Tour as part of the Indiana Golf Foundation, and continues to stay active in his own community by supporting small businesses, local organizations and charities throughout the year.

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We craft financial strategies that allow you to realize your life's true purpose.