Welcome to the Bell Financial web site. Whether you are a client of our firm or a visitor, we are very pleased that you are here.
At Bell Financial we design, implement and maintain customized financial plans to help individuals, families and business owners pursue their financial goals. We thoroughly assess and analyze your complete financial situation to ensure our strategy reflects your values, needs and long term aspirations.
You will find a number of useful articles under the Resources section of our website as well as newsletters, videos, a financial calculator and a glossary of financial terms we often use. Our advisers believe it is important for you to understand the financial concepts behind what they do which is why we have included this section just for you.
To our clients, you can have easy access to all of your accounts right here through our website.
We hope this visit will help you understand the opportunities and potential rewards that are available when you take a proactive approach to your personal financial situation. We hope you take advantage of this website and use it as a resource and tool for all your financial needs.
Newsletters
-
The Evolution of Retirement Savings
The retirement savings landscape has changed dramatically over the past 50 years. How might these developments affect tomorrow’s retirees?
-
Small Business: Coping with the End of De Minimis Imports
Small businesses must now pay duties on low-value goods they could previously source inexpensively from China and elsewhere.
-
Tips to Help Preserve Your Inheritance
It’s important for heirs to consider how a windfall might be used to strengthen their finances now and over the long term.
Calculators
-
Retirement Portfolio Lifespan
How Long Will Your Funds Last?
-
Cost of Retirement
Use this calculator to estimate how much income and savings you may need in retirement.
-
Mortgage Acceleration
This calculator can help you determine how soon you can pay off your mortgage.