Gene Bell & Associates

(360) 671-1845
[email protected]

Our experienced professionals have helped many people just like you with similar issues and concerns. We can help you create a customized approach that is designed to address your individual situation.

We can help you address:

• Tax planning questions
• Investing principles and strategies
• Retirement investing and distribution strategies
• Estate conservation issues
• Risk management analysis

We can also answer your questions, including:

• Can I reduce my tax liability?
• Can I retire early?
• Are my investments working hard enough?
• What’s a good approach for college savings?
• What are the elements of a sound estate strategy?
• Do I have the right amount of life insurance?

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.