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HOMEHelping Clients Retire on Time and Stay RetiredI see myself as your financial partner, advocate, and professional coach. A great coach applies the correct strategies and has access to the right investments to help you achieve more than originally thought possible. -Phil Bayley, CPAABOUTAbout Philip N. Bayley, CPAPersonal Mission Statement: • To see my clients retire on time and stay retiredWhy Phil:• Believes preserving capital is the foundation to growing wealth• Has a game plan to help clients grow, protect, and enjoy their money• Applies financial planning strategies to help clients retire soonerEducation:• Certified Public Accountant (CPA)• Seattle Pacific University, Accounting • Tax experience at Moss Adams• LPL Financial, ING Financial Partners and New York Life training • Passed Series 6, 63, 65, and 7 securities examsCommunity Activities:• Treasurer for King's High School Booster Club• Board member of South Snohomish WSCPA Chapter• Enjoys competing in decathlons, skiing, boating, and coachingSERVICESServices:Personal Wealth Advisory:• Retirement planning• Mutual Funds, Stocks, Bonds• Retirement strategies to help clients grow, protect, and enjoy their wealthCorporate Advisory:• Cash Equivalents, Fixed Income, Equities• 401k and Non-ERISA Executive Benefit PlansIndividual Insurance• Life, Disability, Long Term Care THE TESTED GAMEPLAN"Focusing on Clients. Working by Referral."

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Personalized Plan

INVESTMENT PROGRAMCORE VALUESCore Values» ConservativeWe seek to consistently generate positive absolute returns over the long-term through our conservative approach to global value investing. We believe that preserving capital is the foundation to growing wealth. We don't need to win everyday; we just seek to win over time.» CautiousWe construct a well diversified portfolio through cautious money manager selection with an emphasis on risk aversion. Our insistence on diversifying among managers who use different investment and risk aversion strategies seeks to avoid detrimental market bubbles and allows us to pursue positive absolute returns over time.» ConvictionWe believe we create value through following our tested game plan and creating an investment program tailored around our clients' goals, risks, liquidity needs, taxes, and lifestyle. Our allegiance to the fundamentals have helped our clients see their children get a college education, pay less in taxes, and not run out of money in retirement.Disclaimer: No strategy assures success or protects against loss. There is no guarantee that a diversified portfolio will enhance overall returns or outperform a non-diversified portfolio. Diversification does not ensure against market risk.FUNDRAISINGFREQUENTLY ASKED QUESTIONSFrequently Asked QuestionsMEETINGS AND EVENTSSchedule a MeetingClient PortalTD AmeritradePassport UnlimitedFocusing on Clients. Working by ReferralPhilip N. Bayley, CPAManaging Principal Phone: 206.353.5886Fax: 206.577.5023Columbia Tower701 Fifth Ave, 42nd FloorSeattle, WA 98104

Request a callBayley Financial, LLC is a registered investment adviser in the State of Washington. The adviser may not transact business in states where it is not appropriately registered, or excluded or exempted from registration. Individualized responses to persons that involve either the effecting of transactions in securities, or the rendering of personalized investment advice for compensation, will not be made without registration or exemption. ©2011 Bayley Financial. All Rights ReservedTEST NEW HOMEFundraisingWiderWider-videoHome old401k