What We Do
Money means different things to all of us. Our attitudes toward it, what we want from it, and what we want it to do for us varies significantly from person to person. At Bell Financial, we make it our priority to get to know you personally so that we can help you deploy your money to create a meaningful impact in your life and the lives of those you love.
Financial Planning Services
Financial planning is the process of envisioning your ideal life and then adjusting behavior to make it a reality. We'll help you identify goals that are meaningful to you: financial independence, spending more time with grandkids, traveling the world, funding college education, or ensuring your spouse will be comfortable during widowhood. Once we've determined the destination, we'll develop a plan to get you there, and help keep you on course.
Once your financial plan is in place, you’ll need an investment strategy to support it. We’ll build and manage your investment portfolio so that you can focus on the things that bring you joy. You won’t have to worry about diversification or investment selection because we'll take care of it for you. We’ll consider your tax situation and the timing of your expected cash flow to ensure seamless integration between your financial plan and your investments.
Socially Responsible Investing
A growing number of our clients wish to align their investments with their personal values. Sometimes referred to as environmental, social, and corporate governance (ESG) investing, Socially Responsible Investing (SRI) is a broad-based strategy in which corporate responsibility and societal concerns are factored into investment decisions. In short, an SRI strategy seeks to maximize both financial return and social good. Our goal with the SRI portfolios we manage is to deliver long-term wealth to our clients in a socially conscious way. If you’re interested in learning more, please call to schedule an “Is it a Fit” meeting today.
Institutional and Corporate Services
Bell Financial has managed institutional investments including endowments and retirement plans for more than 30 years. Jesse conducted his 401(k) enrollment meeting at the age of 15—it's in his blood. He'll serve as a co-fiduciary and work to ensure that you’re fulfilling your fiduciary obligations. We will draft your investment policy statement, manage your investments, and keep your management team involved in the process.