Bailey Wealth Services

Bailey Wealth Services A. Sean Bailey, CFP® Sean Bailey, CFP® has been involved in the financial services industry since 1991. He is a CERTIFIED FINANCIAL PLANNER™ Practitioner.

He centers his business on advanced financial, estate, and retirement planning from a net perspective. He currently teaches “Retirement Unlimited” at Everett Community College’s Corporate and Continuing Education Center. Sean’s mission is to assist families as they strive to acquire, accumulate and retain wealth in a tax efficient manner so they may live in retirement with confidence and dignity.

His goal is to help them develop, implement, and monitor a financial strategy considering economic and governmental changes to help improve their financial future. Sean received his Bachelor’s Degree in Business Administration, Finance Concentration, from the University of Washington. Sean is a Registered Principal and Investment Advisor Representative with LPL Financial. Sean is a member of the Financial Planning Association and Ed Slott’s Elite IRA Advisor Group, a separate entity from LPL Financial. LPL Financial is the nation’s largest independent broker/dealer (as reported by Financial Planning magazine, June 1996—2021, based on total revenues). LPL Financial is headquartered in Boston, Fort Mill, and San Diego. Securities and advisory services offered through LPL Financial. a registered investment advisor. Member FINRA/SIPC. www.finra.org, www.sipc.org

Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness. The financial professionals associated with LPL Financial may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.

Owning a business might be part of your American dream… For some baby boomers, entrepreneurship is also a part of their ...
05/28/2026

Owning a business might be part of your American dream… For some baby boomers, entrepreneurship is also a part of their retirement. A report from the Kaufman Foundation found that baby boomers are twice as likely to plan on starting a business as millennials, and the percentage of businesses being started by Americans 55 and older is steadily increasing.

The problem is that retirement planning is not a priority for many entrepreneurs and saving for retirement as a small business owner isn't as simple as being automatically enrolled in a company 401(k) plan. Here are some of the biggest mistakes entrepreneurs are making when it comes to retirement planning:

• Not having a plan: It takes a lot of time and energy to start and keep a business running. It’s certainly not an eight-hour-a-day venture. Self-employed professionals have a lot on their plates, including financial obligations like business taxes and payroll. So, saving for retirement often gets pushed down to the bottom of their priority list.
• Putting every cent back into the business: Entrepreneurs are sometimes hesitant to put their money into retirement accounts because they worry they will lose quick access to the funds if they need them for the business. Diversifying your assets can help you to better cope with emergencies and save for the future.
• Selling the business is the retirement plan: Most entrepreneurs overestimate the value of their business and their ability to sell it when they are ready to retire. Many business owners fail to obtain periodic outside assessments of the value of their business, which can cause surprises later.
• Using retirement savings to start a business: Make sure you know what investments you own and how they are performing. Each investment and fund you’ve paid into needs to produce enough to help you reach your objectives. Check that you understand and are comfortable with the costs, risks, and liquidity of your portfolio

One adjustment many retirees don't expect?Spending can feel emotionally different.For decades, income came in the form o...
05/27/2026

One adjustment many retirees don't expect?

Spending can feel emotionally different.

For decades, income came in the form of a paycheck, and saving was the goal. In retirement, you're drawing from what you built.

Even if the numbers work, the shift can take time.

Separating essential expenses from flexible choices often helps. Once core needs are covered, the rest becomes intentional — not stressful.

Confidence tends to grow as you settle into your new routine.

Memorial Day is a time to pay tribute to those who made the ultimate sacrifice in service to the United States. They wil...
05/25/2026

Memorial Day is a time to pay tribute to those who made the ultimate sacrifice in service to the United States. They will always be remembered. Wishing you and your loved ones a peaceful Memorial Day holiday.

Team Bailey Wealth day at the ballpark. Go Mariners!
05/20/2026

Team Bailey Wealth day at the ballpark. Go Mariners!

Some retirees describe the first few months as a honeymoon phase.Travel. Projects. Rest. Catching up on everything that ...
05/20/2026

Some retirees describe the first few months as a honeymoon phase.

Travel. Projects. Rest. Catching up on everything that was postponed.

And then something shifts.

After the glow wears off, deeper questions start to surface:
▪️How do I want to spend my time?
▪️What feels meaningful now?

That transition is normal.

Retirement creates space. The first year is about deciding what deserves it.

My fellow business owners...I have a small piece of advice for you today:𝗗𝗼𝗻’𝘁 𝘃𝗶𝗲𝘄 𝘆𝗼𝘂𝗿 𝗖𝗼𝗺𝗽𝗮𝗻𝘆 𝗮𝘀 𝗬𝗼𝘂𝗿 𝗝𝗼𝗯, 𝗯𝘂𝘁 𝗮𝘀 𝗮 𝗧...
05/18/2026

My fellow business owners...

I have a small piece of advice for you today:

𝗗𝗼𝗻’𝘁 𝘃𝗶𝗲𝘄 𝘆𝗼𝘂𝗿 𝗖𝗼𝗺𝗽𝗮𝗻𝘆 𝗮𝘀 𝗬𝗼𝘂𝗿 𝗝𝗼𝗯, 𝗯𝘂𝘁 𝗮𝘀 𝗮 𝗧𝗼𝗼𝗹 𝗳𝗼𝗿 𝗕𝘂𝗶𝗹𝗱𝗶𝗻𝗴 𝗬𝗼𝘂𝗿 𝗪𝗲𝗮𝗹𝘁𝗵

If you run a healthy business, you have a long-term strategy.

👉You know what the end goal is.

👉You think about the business as a whole, rather than focusing on simply the day-to-day tasks.

We’ve all heard the old adage: Work 𝙤𝙣 your business, not 𝙞𝙣 your business.

That’s because if you’re working in your business all the time, you’ve only created a job for yourself.👎

The ultimate goal is to build systems and develop people to slowly work yourself out of the role you have and allow the business to run on its own.

The sooner you shift your mindset to this way of thinking, the sooner you can begin to experience the results.

Shifting your mindset is difficult because you probably didn’t start your business that way.

Many business owners don’t, and that’s OK while you’re getting things up and running.

But it’s important to remember that what got you started won't get you to the next level and won't build the wealth needed to successfully exit the business when the time is right.

In my school-age years, my parents constantly encouraged me to find things to do with my time.Why?Because too much free ...
05/14/2026

In my school-age years, my parents constantly encouraged me to find things to do with my time.

Why?

Because too much free time leads to trouble.

And besides, having interests and hobbies outside the normal school day help kids become well-rounded individuals who learn to prioritize, manage schedules, and stay on top of responsibilities.

Plus, scientist have recently revealed even more benefits with those activities are organized sports!

Studies tested adults who engaged in sports as a child (such as football, soccer, baseball, basketball, etc.) and measured them for grit.

They were looking at a mix of passion, perseverance, courage, endurance, resilience, and conscientiousness.

And an impressive 34% of respondents scored exceptionally high on the evaluation.

What I find the most interesting is that these are more than just traits learned from a sport, they are elements that are key contributions to being successful later in life.

So, when you are debating the time commitment, the cost to play, or whatever other factors you need to consider, remember that this is more than just a 6-month commitment – it’s a life-long lesson.

There's a moment early in retirement that catches many people off guard.You wake up… and there's nowhere you need to be....
05/13/2026

There's a moment early in retirement that catches many people off guard.

You wake up… and there's nowhere you need to be.

At first, that quiet feels wonderful. After years of deadlines and responsibility, it's a relief.

And then the question comes:

Now what?

If that feels familiar, you're not alone. Retirement isn't just a schedule change. For many people, it's an identity shift.

The first year isn't about having everything figured out. It's about finding your rhythm.

05/10/2026

M – Mending when we are hurt
O – Often goes unnoticed
T - Teacher of life
H – Helping in any way she can
E – Encouraging to the family
R – Ready to give her all for her family

There's no love greater than a mother’s love, and there's no greater sacrifice than what a mother does for her kids... ❤

I can spend a lifetime talking about my mom and it won’t give her 10% of what she deserves…

Here's a tip most students miss: when you file the FAFSA for state aid, you're automatically filing for federal aid too ...
05/06/2026

Here's a tip most students miss: when you file the FAFSA for state aid, you're automatically filing for federal aid too — so there's no reason to wait for the federal deadline.

State deadlines are often much earlier than the federal cutoff, sometimes arriving as early as February or March. Many states also set hard deadlines or use priority dates for first consideration.

Either way, students who file during the first few months tend to receive significantly more grant funding, on average, than those who file later.

The bottom line: aim for the earliest deadline on your list, whether that's your state's or your school's. That single submission covers you for all aid opportunities.

👉 Look up your state's specific FAFSA deadline at studentaid.gov and file as early as you can. Future-you will be glad you did.

Address

1604 Hewitt Avenue, Ste 704
Everett, WA
98201

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm

Telephone

+14252524032

Website

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