Welcome to Gene Bell & Associates
COMPLETE FINANCIAL SERVICES
for small businesses and individuals
Offering complete financial services means more to us than an itemized “to-do” list of products and services.
Through implementation of the 8 Wealth Management Issues®, we strive to help our clients enjoy total financial wellness, including personal estate planning and retirement, business tax planning and preparation, insurance and investing*.
It means coming to a complete understanding of your goals, developing an appreciation for your lifestyle and demonstrating an honest desire to help you plan for your future. It is the result of relationships built on trust and a commitment to provide assistance on a long-term basis.
Through our holistic approach, we help our clients pursue success by providing them with leading edge products and services delivered efficiently and effectively. It is our goal to offer exceptional support to assist our clients in achieving their desired lifestyle. This is the philosophy behind the services offered by Gene Bell & Associates.
When you are ready to schedule a meeting, please fill out our Meeting Request Form and we will get back to you within one business day.
*These services are offered by Gene Bell through his affiliation with HD Vest
What Is a 1035 Exchange?
1035 exchanges provide a way to trade-in an annuity contract or life insurance policy without triggering a tax liability.
The Utility of Sector Investing
Successful sector investing is dependent upon an accurate analysis about when to rotate in and out.
The Facts About Income Tax
Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.
Having an emergency fund may help alleviate the stress and worry associated with a financial crisis.
Try these activities to keep your brain sharp.
Consider how your assets are allocated and if that allocation is consistent with your time frame and risk tolerance.
It's important to understand the pros and cons when considering a prepaid debit card.
What can be learned from the savings rate?
Living trusts are popular, but their appropriateness will depend upon your individual needs and objectives.
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
Use this calculator to better see the potential impact of compound interest on an asset.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
Determine your potential long-term care needs and how long your current assets might last.
How federal estate taxes work, plus estate management documents and tactics.
A presentation about managing money: using it, saving it, and even getting credit.
There are a number of ways to withdraw money from a qualified retirement plan.
There are some smart strategies that may help you pursue your investment objectives
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Learn more about taxes, tax-favored investing, and tax strategies.
You’ve made investments your whole life. Work with us to help make the most of them.
Here is a quick history of the Federal Reserve and an overview of what it does.
A bucket plan can help you be better prepared for a comfortable retirement.
Estate conservation is too important to put off. Do you have a smart exit strategy?
There are hundreds of ETFs available. Should you invest in them?
Would you guess that Millennials are effectively saving for retirement? Well, they are.