Creating Generational Impact

If you are like most of our clients when we first met them, you have been able to reach a high level of success, however you are exploring what new value can be added in working with a highly skilled and experienced financial planning team.

When working with the Bell & Wright Financial Group, four things will happen.

  • You will further define and/or create a lifestyle around your purpose.
  • You will become a better steward of the resources you have and will continue to receive throughout your life. 
  • You will leave an enduring generational impact for your family, business, and/or community.
  • You will get joy, time, and energy back to focus on the people and things you love most because you have a trusted team behind you every step of the way.

We provide first class knowledge, wisdom, and support as you continue to protect, optimize, and grow your: 1) Investments, 2) Business, 3) Real Estate, and/or 4) Insurance portfolios.

For our clients, financial planning means more than simply growing assets. It's about tax strategy and estate planning to keep more of what's been grown in the family and/or business.

We want you to pay your fair share of taxes. We DON'T want you to leave unnecessary tips.

In addition to that, for our clients, financial planning is about furthering their principles and values so their families and communities can endure beyond them.

Our clients dare to go from ‘Good’ to ‘Great.’

Our decades long experience and expertise working with clients across the county as well as our network of specialists, accountants, and attorneys uniquely positions us to meet your needs.

It is with this in mind that we offer you a defined financial planning process that harmonizes your current assets, values, and goals together under a personalized vision and action plan.

Please use this link to schedule our first meeting! See you soon!

Introductory Meeting w/ Bell & Wright Financial Group (In Person or Zoom)

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JB's 2023 Speaking Engagements and Public Appearances

WE ARE HERE TO HELP

JB and Erica are passionate about spreading the information, knowledge, and wisdom they've gained over their combined 20 years of service. Feel to reach out if your looking for speakers!

Contact Anna Levine - 414-615-2922 or anna.levine@nm.com for inquiries. 

1/18/2023 - Truth Radio Appearance w/ Dr. Ken 

1/27/2023 - Truth Radio Appearance w/ Sherwin Hughes 

2/2/2023 - Inquire Higher Podcast Special Guest 

2/6/2023 - Youth Build Guest Speaker 

2/7/2023 - Northwestern Mutual- Lecture on Life Insurance Products 

2/8/2023 - Truth Radio Appearance w/ Dr. Ken 

2/9/2023 - Microsoft Company Financial Planning Seminar 

2/13/2023 - WMLW-TV Appeared on news discussing Generational Wealth 

2/15/2023 - Marquette Career Fair 

2/18/2023 - Power and Focus Conference Master Class Speaker

2/21/2023 - Walgreens Financial Planning Seminar 

2/24/2023 - Truth Radio Appearance w/ Sherwin Hughes 

 2/28/2023 - Move Appearance "Soul Mate" (JB was depicted as the best man)

2/28/2023 - Planned Giving Circle JB and Erica Keynote Speaker 

3/15/2023 - Truth Radio Appearance w/ Dr. Ken 

3/22/2023 - Rockwell Financial Planning Psychology and Introductory Finance 

3/29/2023 - Rockwell Financial Planning Part 2 Estate Planning/ Retirement Distribution Planning 

3/30/2023 - Marquette University Uncommon Pathways Keynote 

3/3/2023 - Truth Radio Appearance w/ Sherwin Hughes 

4/12/2023 - Truth Radio Appearance w/ Dr. Ken 

4/25/2023 - Northwestern Mutual Fastrack Academy Guest Speaker 

5/10/2023 - Truth Radio Appearance w/ Dr. Ken 

6/1/2023 - Believers In Christ Christian Academy Keynote/Commencement Speech 

6/12/2023 - A Fireside Chat w/ JB @Northwestern Mutual Greater Milwaukee Group 

6/14/2023 - Truth Radio Appearance w/ Dr. Ken 

6/30/2023 - Truth Radio Appearance w/ Sherwin Hughes

6/15/2023 - 1:30-3:30 WE LIT Financial Literacy Tour Milwaukee Public Library Capital Branch 

8/1/2023 - JB to Speak w/ Northwestern Mutual Green Bay Office Advisors 

NEXT UP

 

8/12/2023 1:30-3:30 - WE LIT Financial Literacy Tour Milwaukee Public Library Washington Park Branch 2121 N Sherman Blvd. Milwaukee, WI 53208 

8/15/2023 Planning w/ Chronic Illnesses Discussion (Private event email for details at anna.levine@nm.com)

9/9/2023 8:30-11:00 - Black Men's Self and Wealth Summit Hilton Garden Inn, 1220 S Grand Ave, Sun Prairie, WI 53590 

9/9/2023 1:30-3:30 - WE LIT Financial Literacy Tour Milwaukee Public Library Bay View Branch 2566 S Kinnickinnie Ave. Milwaukee, WI 53207 

JB on the set of WMLW-TV

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JB and Erica speaking on "THE TRUTH" 101.7 FM Radio

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JB and Erica Speaking at Marquette University

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JB and Erica Speaking at a Northwestern Mutual Conference in Miami, Florida

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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

Boost your financial knowledge.