Financial planning: Clarity, Confidence, Strategies

Financial Planning

Key Takeaways: Financial planning can be complex because it is designed to maximize financial resources and tie in all aspects of a client’s financial life. A process is needed to understand your goals, objectives, current financial position, and the resources that can be deployed to better your financial outlook or keep more of your financial […]

Retirement Planning – The 3 Main Stages of Planning for Financial Independence

3 Main Stages of Retirement Planning

Key Takeaways: Financial planning is critical to financial success in all stages of adult life. Accumulation Transition Decumulation Know what you control and know what you cannot control. Work with a true advisor that always acts in your best interest and builds a long-term relationship with you. Need to speak with an advisor, click here […]

What The Marine Corps Taught Me About Financial Planning

Before I joined Blue Bell Wealth Management to pursue my passion of helping people plan for their financial future, I was on a totally different path. Between the years of 2011-2015, I was serving in the United States Marine Corps as a combat engineer. While those four years and two tours seem like an eternity ago, I […]