Bell Financial Planning - Family Owned and Operated, Fee-Only Financial Planning and Asset Management

We offer a variety of services to you based on your needs or the needs of your family. Whether it's a Comprehensive Financial Plan, Wealth Management, or Portfolio Management, our goal is to provide a service that achieves your objectives.

Comprehensive Financial Plan

This is a process of organizing your finances, establishing goals and setting a strategy to realize them. The product is a Financial Plan, which is a customized document that analyzes your cash flow, net worth, investments, taxes, insurance, retirement, estate planning and college planning.

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Wealth Management

This includes the design, implementation and monitoring of a Comprehensive Financial Plan along with collaborative portfolio management of your investment accounts at Charles Schwab.

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Portfolio Management

This includes ongoing management of your investment portfolio. Investment accounts are maintained at Charles Schwab.

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DISCLAIMER: Bell Financial Planning Co. ("BFP") is a registered investment adviser located in Austin, Texas. BFP's web site is limited to the dissemination of general information pertaining to its advisory services, together with access to additional investment-related information, publications, and links. Accordingly, the publication of BFP's web site on the Internet should not be construed by any consumer and/or prospective client as BFP's solicitation to effect, or attempt to effect transactions in securities, or the rendering of personalized investment advice for compensation. A copy of BFP's current written disclosure statement discussing BFP's business operations, services, and fees is available from BFP upon written request. BFP does not make any representations or warranties as to the accuracy, timeliness, suitability, completeness, or relevance of any information prepared by any unaffiliated third party, whether linked to BFP's web site or incorporated herein, and takes no responsibility therefore. All such information is provided solely for convenience purposes only and all users therefore should be guided accordingly.