Blue Bell PWM


We can help you plan your retirement.

Everybody deserves to be confident in their retirement plan. We sit down with all of our clients to ensure that they are prepared for their future.


Start Your Retirement Journey with Blue Bell Private Wealth Management

At Blue Bell Private Wealth Management, we recognize that it’s never too early to start planning for your future. That’s why our investment management firm is here to offer our assistance with our retirement planning services

Everyone deserves to be confident in their retirement savings plan, and that’s why we take the necessary time to sit down with every client to ensure that they are fully prepared for their future. Estate, tax and life insurance planning are all important in the retirement planning process and we understand this can be complicated. 

Our team of highly motivated advisors recognizes the need for expert advice in these areas so that’s why we look at your expenses, priorities and goals and set you up for financial success once you retire so you can take some much deserved time-off.

Our Process

Our financial planning for retirement is a simple process. First, we meet with you to learn about your retirement goals and objectives. We gather all necessary information to help us develop an income strategy for your assets. Lastly, we’ll review your plan with you and offer expert recommendations that are necessary to meet your future financial goals. 

The Blue Bell Private Wealth Management retirement planning services team is here to support you when it’s time to take back your 9-5. We are dedicated to helping you understand exactly how much you’ll need as well as creating an effective retirement savings plan that aligns with your unique lifestyle. Whether you want to travel, purchase a vacation home or start the transition of your affluence to your inheritor, we can offer guidance with our services. 

We offer our financial planning for retirement to residents in the Greater Philadelphia area, as well as social security planning, 401(k) advice and investment services. Whether you’re 5 or 50 years from retirement, it’s never too late to start. Our goal is to improve every client’s financial position, simplify their lives and help them achieve reliable investment results. To take advantage of all our retirement planning services, contact us today or call us at 610-825-3540. 

5 reasons why people outlive their money in retirement
Did you know that the average 65-year-old couple has a 74% chance to live to at least 85? Most retirees are not prepared for that length of time.
As a person approaches retirement, the common practice is to allocate more of their investments into bonds. This is a dangerous strategy with the current returns that bonds are yielding. Hedged equity strategies like our covered call writing and Structured notes may be a better option in this environment.
Inflation can be a retiree’s worst enemy if ignored. Investments like annuities, CD’s, Bonds, and cash are unable to keep up with inflation over the long run. This can lead to the erosion of your retirement assets over time.
  • Longevity
  • Overly Conservative
  • Inflation

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