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.

NAPFA Start Date

December 04, 2020


This Office

58739 Winnowing Cir S South Lyon, MI 48178-8324 Phone: (734) 369-1457