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
A Fruitful Retirement: Social Security Benefit
Taking your Social Security benefits at the right time may help maximize your benefit.
Healthy Body, Healthy Pocketbook
Maintaining a healthy lifestyle can help you reduce health-related expenses—and avoid time in the recovery room.
Coaches have helped you your whole life, in ways big and small. We’d like to be one of them.
There’s a link between debt and stress.
Getting the instruments of your retirement to work in concert may go far in realizing the retirement you imagine.
One of the most common questions people ask about Social Security is when they should start taking benefits.
These food myths will really put a drain on your wallet.
There are common mistakes you can avoid when saving for retirement.
For homeowners who think their property taxes are too high, there are ways to appeal.
Estimate how much of your Social Security benefit may be considered taxable.
Enter various payment options and determine how long it may take to pay off a credit card.
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
This calculator compares the net gain of a taxable investment versus a tax-favored one.
Estimate the total cost in today's dollars of various mortgage alternatives.
Investment tools and strategies that can enable you to pursue your retirement goals.
There are some key concepts to understand when investing for retirement
Principles that can help create a portfolio designed to pursue investment goals.
The importance of life insurance, how it works, and how much coverage you need.
How federal estate taxes work, plus estate management documents and tactics.
The chances of needing long-term care, its cost, and strategies for covering that cost.
Learn how to harness the power of compound interest for your investments.
A bucket plan can help you be better prepared for a comfortable retirement.
Have you explored all of your choices when it comes to managing your taxable income?
A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate.
It’s never a bad time to speak with your financial advisor about changes in your situation.
Retirees look for ways to convert savings and investments into regular income. One option to consider is an annuity.