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
-
Online Shopping in the Tariff Era
Even small online purchases that are shipped from outside the United States must now pass through customs — and are likely to incur duties.
-
Life Insurance for Two
Survivorship life insurance may be a cost-effective coverage solution for older couples or business partners.
-
Surprise! It’s Retirement Time
Considering some important issues now could provide more options in the event of early retirement.
-
Medicare or Medicaid?
It’s easy to confuse Medicare and Medicaid, but there are important differences between the programs.
Calculators
-
Mortgage Refinancing
Determine whether you should consider refinancing your mortgage.
-
Loan Payoff
How much will it cost to pay off a loan over its lifetime?
-
Lease Payment
How much would your monthly lease payment be?
-
Estate Taxes
Use this calculator to estimate the federal estate taxes that could be due on your estate after you die.