Blue Bell PWM

FINANCIAL PLANNING

A financial plan creates a roadmap for your money and helps you achieve your long-term goals.

Let's reach your financial goals!

Financial Planning

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.

Financial Planning Process:

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

Layout path to achieve

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.

Blue Bell PWM compass

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

Donating Appreciated Stock

Meme Stocks, Game Theory, and The Prisoner’s Dilemma – AMC Stock, GameStop Stock, Etc.

Get all your investment questions answered, Quickly

*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. past endorsement of Blue Bell by any of its clients.