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
Jane Bond: Scaling the Ladder
Agent Jane Bond is on the case, uncovering the mystery of bond laddering.
Systematic Withdrawals in Retirement
Taking regular, periodic withdrawals during retirement can be quite problematic.
Do You Owe The AMT?
If you want to avoid potential surprises at tax time, it may make sense to know where you stand when it comes to the AMT.
International funds invest in non-U.S. markets, while global funds may invest in U.S. stocks alongside non-U.S. stocks.
Each year hundreds of children die or are injured in pool accidents. By taking seven steps, you can keep your pool safe.
Military families face unique challenges, making personal finance even more critical.
Whole life insurance remains in force as long as you remain current with premiums. Here's how it works.
There are ways to improve your physical fitness without denting your fiscal fitness.
Do your insurance needs stay the same when the nest empties?
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
Use this calculator to compare the future value of investments with different tax consequences.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
This calculator shows how inflation over the years has impacted purchasing power.
Learn more about taxes, tax-favored investing, and tax strategies.
The importance of life insurance, how it works, and how much coverage you need.
Principles that can help create a portfolio designed to pursue investment goals.
There are some smart strategies that may help you pursue your investment objectives
Using smart management to get more of what you want and free up assets to invest.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Despite recent tax-law changes, many Americans are expected to pay the AMT this year.
Agent Jane Bond is on the case, discovering how bonds diversify a portfolio.
Retiring early sounds like a dream come true, but it’s important to take a look at the cold, hard facts.
What does your home really cost?
How will you weather the ups and downs of the business cycle?
Are you ready for retirement? Here are five words you should consider.