Mike Curtiss, President and Founder of Envisioning Financial, Inc., an Indiana financial planning and consulting company, announced today he has expanded his practice through the addition of a new partner, Chris Bailey. The company has also relocated to a larger office space at its current address: 515 N. Green St., Suite 401, Brownsburg, Indiana.
Bailey, whose background includes more than 15 years in various sales and management capacities for IBM Corporation, will focus on assisting Indianapolis-area individuals and small companies with investment, retirement, tax, insurance and estate planning needs. Whereas Envisioning founder Mike Curtiss tends to serve clients who are retired or near retirement age, Chris Bailey plans to assist the other side of the spectrum, including young professionals who are just beginning to invest or accumulate wealth. Some of the practice areas in which Bailey will focus include qualified retirement plans as well as hands-on individual investments and portfolio management.
“During these tough economic times, everyone’s talking around the kitchen table about cutting costs and building wealth,” said Bailey. “That’s something where we can help – even if just to take a snapshot of our clients’ finances to make sure that they are headed along the right path.”
Bailey holds a Bachelor of Science degree in Economics from Purdue University, a Master’s of Business Administration degree in Finance from Butler University, and a Certificate in Financial Planning from Florida State University. Bailey is also an Investment Advisor Representative, holds securities licenses Series 7 and 66, and is a licensed health and life insurance producer in the state of Indiana.
“Chris brings an invaluable amount of experience which allows Envisioning to diversify its practice into other areas of financial planning, and thus accommodate a greater number of customers with diverse investment and retirement needs,” said Envisioning Financial President Michael Curtiss, CFP®, MBA, CEBS. “In addition, because our clients’ assets are in our care, my decision to partner with Chris is an initial step in a succession plan for the business.”
The company’s long-term strategy is to develop a more broad-based financial service organization covering all aspects of individual investment, retirement and financial planning services. The company offers a complimentary consultation for potential customers.
About Envisioning Financial
Envisioning Financial, Inc. (envisioningfinancial.com) is a Brownsburg, Indiana-based financial planning and consulting company that offers personal financial and retirement planning assistance and a complete range of investment management strategies, including 1031 tenant in common investments. Securities are offered through Pacific West Securities, Inc. Member FINRA/SIPC. Advisory services provided through Pacific West Financial Consultants, Inc., a Registered Investment Advisor. For more information, contact Mike Curtiss at (317) 858-2222, toll-free (866) 858-2211 or email mikec[.] envisioningfinancial.com or contact Chris Bailey at (317) 858-3700; cbailey[.] envisioningfinancial.com.