Financial Planning
A financial plan creates a roadmap for your money and helps you achieve your long-term goals.
Talking with a CFP® professional can help you find a path to achieving your financial goals, no matter where you are in life. A financial planning professional is trained to work with you on everything from providing financial advice to creating a financial plan that is designed to support your goals as they evolve over the years.
Our Financial Planning Services
Investment Planning
All of our clients portfolios are custom tailored to fit their financial goals.
Social Security Planning
Let us help you maximize your Social Security benefits
Retirement Planning
We can help you plan your retirement.
401(K) Planning
We can help you with your old and current 401(k)s
Tax Planning
We can help you better understand your tax situation.
Estate Planning
Our Expert Advisors:
Our goal is to permanently improve every client's financial position and simplify their lives.
J. Scott Miller
Managing Partner
Scott Miller Jr.
Managing Partner
Alex LaRosa, CFP®
Investment Advisor Representative
Dan Levinson, CFP®
Investment Advisor Representative
*Please Note: Limitations. The scope of any financial planning and consulting services to be provided depends upon the terms of the engagement, and the specific requests and needs of the client. Blue Bell Private Wealth Management, LLC does not serve as an attorney, accountant, or insurance agent. Blue Bell Private Wealth Management, LLC does not prepare legal documents, nor does it sell insurance products.
Please Also Note: The achievement of any professional designation, certification, degree, or license should not be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results or satisfaction if Blue Bell is engaged, or continues to be engaged, to provide investment advisory services.
