Bell Financial is a firm dedicated to professionalism, loyalty, education and integrity. We provide comprehensive financial planning for entrepreneurs, procedure-based medical professionals, families and organizations that support loved ones with special needs. In general, we align ourselves to be a trusted and professional resource to people who understand and appreciate the value of planning. Through engaging conversation, where we seek first to understand your financial goals and objectives, then combine 1st in class tools and objective process to develop a customized financial plan.

By building a lasting relationship we can adjust your plan as your life changes, provide clarity when uncertainty arises, educate you along the way and finally execute as necessary as you achieve the future you envision.

Helping you live your best life.

I believe the starting point of any financial conversation should be with you—your life, your family, your priorities, and your goals. I'll listen to what's important to you and design a financial plan from multiple strategies specifically designed to help get you where you want to be.

Guidance for Business Owners

No matter where your business is within its life cycle, Northwestern Mutual recognizes that the goals you have for your business and personal life are intertwined. Watch this video to learn how our integrated approach to financial planning can help manage the full scope of your needs and goals at every stage.

With a focused expertise on the business owner, we can provide guidance for any of your business issues:

  • Assess and Manage Risk
  • Review and Select Employee Benefits
  • Consider Other Benefits
  • Plan Your Legacy

Focus on Physicians and Dentists

Northwestern Mutual’s disability income insurance for physicians and dentists is unique—it gives more choice and control if a person becomes partially or fully disabled.

Beyond One Day at at Time: Planning for Your Future and the Lifetime of a Person with Special Needs

Like so many people, the idea of planning for the long term can be overwhelming and even more so when you have a loved one with special needs. You may be caring for a dependent child, sibling, or spouse, with challenges ranging from a physical or cognitive disability to difficulty with independent living or self-care. Whatever your particular situation, having a reliable financial plan is one of the best ways to help ensure there will be funds available well into the future for your loved one's medical care, education, and long-term support, as well as necessities for yourself and/or another caregiver.

The Northwestern Mutual difference

No. 1

Best life insurance company for consumer experience, 2023. (NerdWallet)1

Top 5

We're one of the Top U.S. Independent Investment Broker-Dealers.2

$8.2B

In dividends expected to be paid in 2025.3

A++

AAA, Aaa, and AA+ - we've earned the highest financial strength ratings awarded to life insurers from all four major rating agencies.4

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