article
5 Times You’ll Be Able to Teach Your Kids About Money Management
Learn more
Clarity & Confidence from a Trusted Advisor
Miles Bell and his team do comprehensive financial planning located in Chico, CA. The goal of any initial meeting is to help you identify your financial goals today, and create a personalized plan to help you prepare for the future – even if life takes an unexpected turn. Keeping pace with life's changes is important. Let Miles Bell and his team help you achieve a secure financial future for the people you care about most.
Financial Planning
Insurance Protection Strategies
Life Insurance Strategies
Retirement Planning & Income Strategies
Education Planning & Funding
Disability Planning
Multigenerational Planning
Estate Planning
Best life insurance company for consumer experience, 2023. (NerdWallet)1
We're one of the Top U.S. Independent Investment Broker-Dealers.2
In dividends expected to be paid in 2025.3
AAA, Aaa, and AA+ - we've earned the highest financial strength ratings awarded to life insurers from all four major rating agencies.4