Brent Bell (CFP®, MSFP)

Brent Bell focuses in the
following client markets or areas of practice:

AUM

Fixed Fee (Subscription, Retainer, etc.)

Hourly

Retirement Plan Investment Advice

Retirement Planning & Distribution Rules

Tax Planning

Additional Information

It is our core belief that the financial planning process is the foundation of every client relationship and will outlast the ups and downs of the market when adequately implemented. By experiencing our financial planning process we believe you will find value in the longstanding, trusting relationship we will form while reaching your financial goals and freedom in addition to your investment management needs.