A financial plan creates a roadmap for your money and helps you achieve your long-term goals.
Let’s reach your financial 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.
Establish Relationship
Meet and define scope of work and fees
Determine Goals
Identify financial goals and collect data
Analyze current situation
Evaluate strengths weaknesses and opportunities
Develop and Present
Implement and monitor
Make necessary changes and track process
Our Expert Advisors:
Our goal is to permanently improve every client's financial position and simplify their lives.
Chris Paleologus CFP®
Portfolio Manager
Alex LaRosa CFP®
Investment Advisor Representative
Hank Fox CFP®, ChFC®, RICP®
Investment Advisor Representative
Financial Planning
Our financial planning services can be combined with our investment management or used on their own. Give one of our advisors a call today to discuss our financial planning process. We offer complimentary initial consultations and can provide you with an estimated fee before moving forward with the plan.
The Insight on Financial Planning
Chris Paleologus, CFP®
September has lived up to its reputation as the worst month for the stock market. The S&P finished down -4.65% for the month. Since 1945, the S&P 500 has averaged a -.56% decline.
Alex LaRosa, CFP®
Typically, financial advisors recommend deferring income to a later date as a strategy to mitigate taxes.
Chris Paleologus, CFP®
So far this year there has been a lot to be positive about from an economic perspective. Record amounts of monetary and fiscal stimulus has led to record consumer savings and wealth.
*Please Note: The scope of any financial planning and consulting services depends upon the terms of the engagement, and the specific requests and needs of the client. Blue Bell does not serve as a law firm, a certified public accounting firm, nor an insurance agency. Blue Bell does not prepare legal documents or tax returns, nor does it sell insurance products.