YES, I would like to have a licensed insurance agent call or email me about your financial services.
We strive to ensure that you have access to the most accurate and up-to-date advice when it comes to your financial future and life goals. With our vast network of financial professionals, we can easily simplify the complexities of insurance, investments, retirement, estate planning, and simple family budget counseling. At Bell & Associates Consulting Firm, we work for you and only you.
Where do we start with your financial services?
Unfortunately, it may be best to start with the unthinkable, which is the plan for your loved ones after your death. This plan begins with a life insurance policy and the necessary wills. We have qualified individuals, including an on-staff attorney, to aid you each and every step of the way. Possessing a living will is also important, in the unfortunate case you survive a tragic illness or injury that may force your family to resolve important matters on your behalf. A Living will helps your family effectively and painlessly carry out your wishes without worry.
Why do I need your financial services?
Having a financial plan helps you to establish both short and long-term goals for yourself and your family. Evaluating your current financial situation in terms of what you have in assets and your debts is the only way to properly achieve this. Once your financials are down on paper, a professional can help you create a practical plan and carry it out. We have an on-staff financial planner at Bell & Associates that will help you monitor, review, and make proper adjustments to your plan if needed.
When is the best time to start?
The best time to start is NOW. You don’t have to be a millionaire to have a solid financial plan set in place. Remember, “It’s not what you have; it’s what you do with it.”
How do I start with financial services?
Start with Bell & Associates! Through our first step program under our budget counseling services, we will help you make a financial plan. This will enable you to gain control by getting you organized, setting financial goals, and prioritizing those goals.