Michael T. Bailey, CFP

Michael T. Bailey, CFP Financial Advisor, Ameriprise Financial Services, LLC Located at:
8608 Utica Ave. And I’ll help you make adjustments as needed so you can retire on your terms.

Ste 207
Rancho Cucamonga, CA 91730

CA Insurance #0728898

Areas of Focus
• Retirement income strategies
• Tax planning strategies
• Retirement plan distribution
• Wealth preservation strategies
• Investments
• Insurance

My Approach
A unique and disciplined approach
Today, it’s natural to have questions about your retirement, even if you’ve saved and planned for it. With our exclusive Confident R

etirement ® approach, we’ll find answers and take the first step toward creating a road map to the future you want. We’ll talk through the four basic principles of retirement: (1) covering essential expenses, (2) assuring your lifestyle, (3) preparing for the unexpected and (4) leaving a legacy.

Explore how biological instinct drives market cycles and what this might mean for future market performance.
08/18/2026

Explore how biological instinct drives market cycles and what this might mean for future market performance.

Why your natural instincts could impact your investment returns.

Markets have seen quite the turnaround recently. But what’s fueling this rally and are the risks really behind us? Ameri...
08/18/2026

Markets have seen quite the turnaround recently. But what’s fueling this rally and are the risks really behind us? Ameriprise Financial Chief Market Strategist Anthony Saglimbene breaks down the dynamics driving the recent market movements.

3 factors driving U.S. stocks higher.

How will the newly signed One Big Beautiful Bill Act (OBBBA) impact you? We break down what you need to know about key t...
08/18/2026

How will the newly signed One Big Beautiful Bill Act (OBBBA) impact you? We break down what you need to know about key tax changes.

Learn what this law’s key tax provisions could mean for your finances.

If higher inflation has you concerned about your financial position, let’s connect. I can help you make sense of any per...
07/23/2026

If higher inflation has you concerned about your financial position, let’s connect. I can help you make sense of any personal and portfolio impacts.

Learn why price pressures are re-emerging and whether this upswing could prove short-lived or more enduring.

07/22/2026

As we head into the second half of 2026, Ameriprise Financial experts break down key market and economic trends shaping the investment landscape.

As the midterm elections draw closer, here’s a helpful overview of how stocks may behave this year. And if you’re concer...
07/22/2026

As the midterm elections draw closer, here’s a helpful overview of how stocks may behave this year. And if you’re concerned about the potential impact on your investment portfolio, let’s connect.

5 midterm market trends to watch — and what it means for your portfolio.

As we enter the second half of 2026, strong earnings, AI innovation and a resilient economy continue to support markets....
07/22/2026

As we enter the second half of 2026, strong earnings, AI innovation and a resilient economy continue to support markets. But with expectations running high, investors may face more volatility in the months ahead. Let’s connect if you’d like to discuss risks and potential opportunities in this changing environment.

Find out why markets may need to clear a higher bar in the back half of the year.

ameripriseadvisors.com/michael.t.bailey Market leadership may be broadening beyond the Magnificent 7. Here’s how to iden...
07/07/2026

ameripriseadvisors.com/michael.t.bailey

Market leadership may be broadening beyond the Magnificent 7. Here’s how to identify new, high-quality investment opportunities in this evolving environment. And let’s connect if you’d like to put these insights into action.

How to invest in “the best of the rest.”

Your financial decisions aren’t just about numbers – they’re shaped by emotions, habits and mindset. Join us to explore ...
07/07/2026

Your financial decisions aren’t just about numbers – they’re shaped by emotions, habits and mindset. Join us to explore how behavioral finance and social influences may impact your financial future. You’ll gain insight into recognizing common biases and learn practical strategies to help you stay focused on your long-term goals and make more confident, intentional decisions. Learn more:
ameripriseadvisors.com/michael.t.bailey

You care about leaving a legacy to your family and causes that are important to you. Let’s talk about how you can give a...
06/22/2026

You care about leaving a legacy to your family and causes that are important to you. Let’s talk about how you can give as much as possible by protecting your legacy—and potentially increasing the value of what you leave behind.

Address

8608 Utica Avenue Ste. 207
Rancho Cucamonga, CA
91730

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 4pm

Telephone

+19099487650

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