Troy Baily | Finance
business (46552) finance (9379) estate planning (1976) nebraska (1262) omaha (865) elkhorn (53) troy baily (3)
Troy has firsthand experience in witnessing the destruction that estate taxes, family feuds and sudden tragedies can bring to family farming and ranching operations. As a result of witnessing these calamities, Troy dedicated his life to preventative planning techniques. He took this newfound passion and turned it into a successful business, CBL Wealth Advisors, an independent financial firm helping individuals combat and plan for any retirement risks they may face and most recently has co-founded Premium Pl
Troy and his teams work closely with their clients to form strategic, well-thought-out plans designed specifically for their circumstances. By taking a detailed look at current financial life and eventual goals, CBL Wealth Advisors assists clients in making decisions about retirement, taxation and estate planning. These advisors ensure their clients are not being scammed out of or missing out on any benefits they are legally required to receive. Throughout his experience and knowledge on the subject, Troy B
Troy’s wife Marti also works with him at CBL Wealth Advisors. Together, the two of them have formed a professional working environment with a proven track record of helping clients achieve the future they’ve always dreamed of. In addition to owning a business together, the couple also shares four sons – Taylor, Trevor, Tucker and Travis. They enjoy traveling to see their sons, watching them pursue their goals and supporting their passion for athletics.
Troy Baily | Finance