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
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Be Storm Smart: How to Prepare for Extreme Weather
More than a quarter of U.S. homes are exposed to severe or extreme weather risk. While homeowners can’t control the forecast, they can take proactive steps to prepare.
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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.
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Index Funds: Traditional and Not-So-Traditional
While all index funds attempt to track the performance of a market index, there are hundreds of indexes and at least two alternate approaches to traditional indexing.
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Strategies for Taking RMDs
This article provides an overview of rules, options, and strategies for taking required minimum distributions (RMDs).
Calculators
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Retirement Portfolio Lifespan
How Long Will Your Funds Last?
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Net Worth
A balance sheet summarizes your assets and liabilities and reveals your net worth.
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Credit Card Debt
How Long Will It Take to Pay my Balance?
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Car Affordability
How much can you afford to pay for a car?