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 attain 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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Bond Yields Are Up, but What Are the Risks?
After years of low yields, bonds are offering higher yields that may be appealing to investors regardless of their risk tolerance. This article provides an overview of bond risks.
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Medical Debt and Your Credit Report
This article looks at changes in the way medical debt is handled on credit reports and offers tips to avoid having unpaid medical bills impact credit.
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HDHP/HSA Pairing May Help Control Medical Costs
High-deductible health plans offer potential savings by encouraging cost-effective choices in medical spending, as well as eligibility for a health savings account with tax advantages.
Calculators
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College Funding
Use this calculator to estimate the cost of your child’s education, based on the variables you input.
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LTCI Cost of Waiting
Estimate the potential cost of waiting to purchase a long-term care insurance policy.