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About Ap Financial Planning

When it comes to your long-term financial plan, it’s good to have a dedicated professional on your side. The advisors with Ap Financial Planning help the education community by taking a comprehensive look at your entire financial picture using independent research, state-of-the-art technology and innovative investment tools. But, it’s our personal attention and expertise that will help you define your goals, establish the right financial plan to meet your needs and ensure you are on track toward your envisioned financial future through ongoing analysis and evaluation. Schedule your initial, no-cost consultation today. 

 
Meet your advisors
Dana Bailey Dana Bailey
240.599.7491
[email protected]

Locations served (by appointment only): Bowie, California, Forestville, Greenbelt, Prince Frederick, Waldorf.

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Dana R. Bailey has worked in the financial services industry for over 10 years. As your advisor, Dana will spend time with you to learn what’s most important to you and your family regarding financial goals. Together you will create a financial plan with objectives and milestones and as you move towards your goals; she will be there to offer guidance and direction with helpful reminders and current updates. Dana has working knowledge and experience in retirement planning, asset management, tax efficient strategies, college planning, and legacy planning and is a registered representative of CUNA Brokerage Service, Inc. She has a BS from Morgan State University and is FINRA registered to sell securities. Dana also holds an accident and health and variable Life and annuity products license in MD, DC, and VA.


Win Hayward Win Hayward
240.599.7490
[email protected]

Locations served (by appointment only): Annapolis, Aspen Hill, Cherry Hill, Clarksburg, Germantown, Rockville.

Check the background of this investment professional
on FINRA's BrokerCheck







 
Win Hayward, is a financial advisor with Ap Financial Planning and a registered representative of CUNA Brokerage Services, Inc. He has worked in financial services for over 30 years, eight as a financial advisor. As your advisor, Win will review and analyze your financial plan then assess your needs, overall goals and objectives to ensure you are on the path toward your envisioned financial future. If changes are needed, you’ll work together to adjust the plan accordingly. Win is a professional with knowledge and experience in asset management, insurance and retirement planning. He has a BA from Trinity College (Hartford) and a MS from MIT. Win also holds a Maryland Life and Health Insurance License as well as FINRA securities registrations.



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Ap Financial Planning advisors are registered representatives of CUNA Brokerage Services, Inc. Securities sold, advisory services offered through CUNA Brokerage Services, Inc. (CBSI), member FINRA/SIPC, a registered broker/dealer and investment advisor. CBSI is under contract with the financial institution to make securities available to members. Not NCUA/NCUSIF/FDIC insured, May Lose Value, No Financial Institution Guarantee. Not a deposit of any financial institution. CUNA Brokerage Services, Inc., is a registered broker/dealer in all fifty states of the United States of America. FR-2633295.1-0719-0821