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.  

NAPFA Start Date

August 04, 2009

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Disclaimer: Limitations. This list only serves as a resource to assist an individual in identifying a potential advisor for their review and consideration. The appearance of an adviser on the list is not endorsement by NAPFA of that advisor's services. There can be no assurance that you will experience a certain level of results or satisfaction if you engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not pay NAPFA a separate fee to appear on the list.
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Disclaimer: Limitations. This list only serves as a resource to assist an individual in identifying a potential advisor for their review and consideration. The appearance of an adviser on the list is not endorsement by NAPFA of that advisor's services. There can be no assurance that you will experience a certain level of results or satisfaction if you engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not pay NAPFA a separate fee to appear on the list.

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This Office

7 W Square Lake Rd Bloomfield Hills, MI 48302-0462 Phone: (248) 758-2304 Fax: (248) 626-6284