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“Finding good partners is the key to success…”

 
 
 
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Dean A. Bell, AIF®, President/Investment Consultant

 

For more than 30 years, I have offered my clients comprehensive financial planning.  Prior to joining Sigma Financial Corporation*, I was an advisor at Wunderlich Securities.  I have also held managerial positions at Wall Street National Brokerage Firms:  EF Hutton, PaineWebber/UBS, Smith Barney and Morgan Stanley. Dean attained the AIF® credential in 2016. Attainment of the AIF credential demonstrates understanding of the Prudent Practices and methodology.

 

My Mission:

 

• To become the most trusted advisor for the families I serve.
• To help them achieve life goals by developing a tailored financial
review and strategy.
• To know the families I serve, and work hard to help them achieve

  their financial goals.
• To help them build and manage wealth, and pass it on with minimal

  expense and/or aggravation.

 

 

 

 

 

Services:

 

I have access to a plethora of financial products and services to help you accomplish your financial goals.  That is why I added the title “Retirement Income Planning” to my business.  Retirement income planning is the cornerstone of my client relationships.  By knowing my client’s hopes, dreams and desires, I am better prepared to give them the appropriate advice for all facets of their financial life.

 

Many of my financial products and services are provided by National Financial. National Financial* is a Fidelity Investments* company and a leading provider of clearing and custody solutions for over 30 years. Fidelity Investments is one of the world’s largest providers of financial services. Founded in 1946, the firm is a leading provider of investment management, retirement planning, portfolio guidance, brokerage, benefits outsourcing and many other financial products and services to more than 20 million individuals and institutions, as well as through 5,000 financial intermediary firms. For more information about Fidelity Investments, visit Fidelity.com.

 

 

Client Process:

 

The first step is a comprehensive financial review that focuses on client’s hopes, dreams and current situation. I develop a personalized plan that addresses estate planning, reviews insurances, retirement income needs, current cash flow and savings goals.  I review the plan and investment performance regularly with my clients and adjust as needed.

 

Dean’s LinkedIn Page

 
 
 

BrokerCheck

 
 

*Securities offered through Sigma Financial Corporation. Member FINRA/SIPC (FINRA.org and sipc.org)

Bell And Associates is independent of Sigma Financial Corporation.
*Fidelity’s excess of SIPC insurance is provided by Lloyd’s of London, together with AXIS Specialty Europe Ltd. and Munich Re.

Fidelity Investments is an independent company, unaffiliated with Bell And Associates. Fidelity Investments is a service provider to Bell And Associates.
There is no form of legal partnership, agency affiliation, or similar relationship between your financial advisor and Fidelity Investments, nor is such a relationship created or implied by the information herein. Fidelity Investments has not been involved with the preparation of the content supplied by Bell and Associates and does not guarantee, or assume any responsibility for, its content.
Fidelity Investments and National Financial are registered service marks of FMR LLC.
Clearing, custody, or other brokerage services may be provided by National Financial Services LLC.
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Bell & Associates, 51424 Van Dyke, Suite 9, Shelby Township, MI, 48316

 

“Financial peace isn’t the acquisition of stuff. It’s learning to live on less than you make, so you can give money back and have money to invest. You can’t win until you do this.”
 
 

— Dave Ramsey —

TOOLS

 

 

Here are some helpful links to tools that may help you plan your retirement or start a conversation

with Dean regarding investment strategies, financial planning, insurance, and estate & tax planning:

 

Fidelity Login

 

“Anyone who is not investing now is missing a tremendous opportunity.”

 

 
 

— Carlos Slim —

News You Can Use

Comprehensive Financial Planning: What It Is, Why It Matters

Posted by admin | 11/01/2017 | 0 Comments

Your approach to building wealth should be built around your goals & values. Provided by Dean Bell, Bell & Associates     Just what is “comprehensive financial planning?” As you invest and save for retirement, you will no doubt hear or read about it – but what does that phrase really mean? Just what does […]

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Did you know that September is National Life Insurance Awareness Month?

Posted by admin | 09/05/2017 | 0 Comments

Many people recognize the importance of life insurance as it can provide needed financial help to families that are confronted with the death of a loved one.  You may already have a life insurance policy, one that you have had for years.   But did you know that there are Life Insurance Policies with Long-Term Care […]

Read More

Should You Apply for Social Security Now or Later?

Posted by admin | 06/02/2017 | 0 Comments

Should You Apply for Social Security Now or Later? When should you apply for benefits? Consider a few factors first. Provided by Dean Bell, Bell & Associates   Now or later? When it comes to the question of Social Security income, the choice looms large. Should you apply now to get earlier payments? Or wait […]

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Key Estate Planning Mistakes to Avoid

Posted by admin | 04/02/2017 | 0 Comments

Too many people make these common errors. Provided by Dean Bell, Bell & Associates Many affluent professionals and business owners put estate planning on hold. Only the courts and lawyers stand to benefit from their procrastination. While inaction is the biggest estate planning error, several other major mistakes can occur. The following blunders can lead […]

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The Many Benefits of a Roth IRA

Posted by admin | 03/22/2017 | 0 Comments

Why do so many people choose it rather than a traditional IRA?  Provided by Dean Bell, Bell & Associates   The Roth IRA changed the whole retirement savings perspective. Since its introduction, it has become a fixture in many retirement planning strategies.   The key argument for “going Roth” can be summed up in a […]

Read More

Should You Care What the Market Does Each Day?

Posted by admin | 01/03/2017 | 0 Comments

A calm investor may realize better long-term returns than an overly concerned one. Provided by Dean Bell, Bell & Associates   Investors are people, and people are often impatient. No one likes to wait in line or wait longer than they have to for something, especially today when so much is just a click or […]

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Six tax-saving tips to complete by year-end

Posted by admin | 12/27/2016 | 0 Comments

Take advantage of some tax moves by December 30. Start now and look ahead to next year, too.   The one day on the annual tax calendar that may matter even more than April 15 is December 31. (Although this year it’s technically December 30, 2016, which is the last business day of the year.) […]

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Staying the Course: How Long-Term Investing Works

Posted by admin | 09/10/2015 | 0 Comments

Stuart Ritter, CFP®, is a senior financial planner and vice president of T. Rowe Price Investment Services.     History offers a lesson in the value of establishing and maintaining an asset allocation that is appropriate for your financial goals. Stocks have posted significant gains over the past six years. This has left some investors concerned about how long the market […]

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An Estate Planning Checklist

Posted by admin | 08/08/2015 | 0 Comments

An Estate Planning Checklist What to check (and double-check) before you leave this world.   Presented by Dean Bell, Bell & Associates                                                                                                                                              Create a will if you do not yet have one. A valid will may save your heirs from some expensive headaches linked to probate and ambiguity. A solid will drafted with the guidance […]

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ABCDs of Medicare

Posted by admin | 05/12/2015 | 0 Comments

The A, B, C, & D of Medicare   Breaking down the basics & what each part covers. Provided by Dean Bell   Whether your 65th birthday is on the horizon or decades away, you should understand the parts of Medicare – what they cover, and where they come from.   Parts A & B: […]

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“A good financial plan is a road map that

 
shows us exactly how the choices we make today
 
will affect our future.”

 
 
 

— Alexa Von Tobel —

Events

 

 

Contact and Location

Bell & Associates

51424 Van Dyke, Suite 9

Shelby Township. MI, 48316

 

Office: 877 809-4069

Cell: 248 251-3134

 

In the world of money and investing,
 
you must learn to control your emotions.

 
 
 

— Robert Kiyosaki —