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    • Home
    • Business Owners
    • Individuals and Families
    • Retirees and Seniors
    • Other Insurance Products
  • Home
  • Business Owners
  • Individuals and Families
  • Retirees and Seniors
  • Other Insurance Products
Bell Financial Management, LLC

Welcome to Bell Financial Management, LLC

Welcome to Bell Financial Management, LLCWelcome to Bell Financial Management, LLCWelcome to Bell Financial Management, LLC

Will You Outlive Your Retirement Resources?

The number of centenarians continues to grow and with the advances in medicine as well as overall lifestyle changes, it's quite possible that you may live 25 to 35 years past your retirement. Without proper planning, you may outlive your retirement resources. There could also be a bear market just before or early in your retirement. This is known as Sequence Risk. These risks can put your retirement in jeopardy.  We can place your retirement savings in a Fixed Index Annuity (FIA) from very well-known, established and financially sound insurance companies which will generate an annual income stream for the rest of your lifetime.

How Will Your Family Pay For Your Final Expenses?

Think about some of your life’s most memorable milestones: getting married, starting a family, getting an education, or simply saving for something special: your dream vacation, perhaps, or a home of your own. These events don’t just happen. You consider options. You plan. You save.  The same smart thinking that made you plan ahead for the expense of college applies to final expenses, too. Don't leave your family with the burden of outstanding debts from your final expenses.  We have access to various Final Expense programs, with simplified underwriting (no medical exam), as well as Guaranteed Issue plans. We can also help you protect your assets with a Funeral Expense Trust. In addition, we've partnered with Legacy Safeguard to help you ensure that your final wishes are met.

Contact Us

Feel free to contact us to schedule a no-obligation consultation

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Bell Financial Management, LLC

3401 Norman Berry Drive, Suite 160, Atlanta, GA 30344

404-734-7914


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