Howard Bayliss (CFP®, CRPC®)

Howard Bayliss focuses in the
following client markets or areas of practice:

Cash Flow/Budgets/Credit Issues

Estate & Generational Planning Issues

Middle Income Client Needs

Retirement Plan Investment Advice

Tax Planning

Planning Specialties

In addition to the specialties listed above, I provide each client with highly personalized service. I do not take a cookie cutter approach and assume each client in a certain income level, risk tolerance level or tax bracket should be treated the same. I work for you: not an investment firm, not an insurer and not for commissions or referral fees.

I am also pleased to offer the option of on-going consultation. As a purchaser of financial planning services several years ago, I was frustrated by the structure of the industry and the necessity to pay again, at a higher rate, for a follow-up review. Therefore, I offer an open-ended (comprehensive) option that not only allows clients to call or meet as necessary, but also ensures that all recommendations are implemented and monitored.

While my primary objective is to help you achieve your goals, it is also to help you achieve them with peace of mind.

Additional Information

I am a Chartered Retirement Planning Counselor® and the principal of Core Financial Planning, LLC.

In addition to being a NAPFA member, I am part of the Alliance of Comprehensive Planners (ACP), an independent national association of commission-free financial advisors that are committed to an integrated approach to financial planning.

I hold a BA in Economics from the University of Michigan-Dearborn, and have completed a Financial Planning residency through the FPA® at the University of California-Irvine.