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Wealth Management

Helping you pursue and maintain financial wellness through the 8 Wealth Management Issues®.  

Helping you pursue and maintain financial wellness through the 8 Wealth Management Issues®. 

When it comes to financial advice, you need wisdom and guidance. But most importantly, you want to ensure that the advice you receive will address your greatest financial needs—now and in the future.

We have found that there are 8 Wealth Management Issues® that are most important to our clients and their families. Each of these issues is interrelated, so it is critical that you have one Financial Advisor who is knowledgeable about your complete financial picture.

At Gene Bell & Associates we will help you build your wealth management plan to include the following 8 Wealth Management Issues® :

  1. Investment Management*
  2. Cash Flow & Debt Management
  3. Family Risk Management (Insurance)
  4. Retirement Planning 
  5. Education Planning
  6. Legacy & Estate Planing
  7. Business Planning
  8. Special Situations

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 Avantax Investment ServicesSM and Avantax Advisory ServicesSM.

Securities offered through Avantax Investment ServicesSM, Member FINRA, SIPC. Investment Advisory Services offered through Avantax Advisory ServicesSM. Insurance services offered through Avantax Insurance AgencySM.

The 8 Wealth Management Issues®

The 8 Wealth Management Issues®

Watch this short video to see how the 8 Wealth management Issues® can affect your financial future.

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