Slide LeftSlide Right


“Finding good partners is the key to success…”


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.








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



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




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

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.
[eReview number 000000.0.0]


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 —




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

Tax Deductions Gone in 2018

Posted by admin | 02/01/2018 | 0 Comments

Tax Deductions Gone in 2018 What standbys did tax reforms eliminate?   Provided by Dean Bell, Bell & Associates                         Are the days of itemizing over? Not quite, but now that H.R. 1 (popularly called the Tax Cuts & Jobs Act) is the law, all kinds of itemized federal tax deductions have vanished.    […]

Read More

How the Tax Reforms Will Take Effect

Posted by admin | 01/14/2018 | 0 Comments

How the Tax Reforms Will Take Effect Some of the impact of the Tax Cuts & Jobs Act will be felt later than January 1.   Provided by Dean Bell, Bell & Associates   President Donald Trump signed the Tax Cuts & Jobs Act into law on December 22, and on January 1, some key […]

Read More

Congress Passes the Tax Cuts & Jobs Act

Posted by admin | 01/14/2018 | 0 Comments

Congress Passes the Tax Cuts & Jobs Act What will the near-term impact be?   Provided by Dean Bell, Bell & Associates   On December 20, Congress passed the Tax Cuts & Jobs Act, sending the final version of the GOP tax reform bill to President Trump’s desk. The legislation alters the Internal Revenue Code […]

Read More

Top Things to View & Do on

Posted by admin | 12/14/2017 | 0 Comments guide

Read More

Your Year-End Financial Checklist

Posted by admin | 12/14/2017 | 0 Comments

Your Year-End Financial Checklist Seven aspects of your financial life to review as the year draws to a close.   Provided by Dean Bell, Bell & Associates   The end of a year makes us think about last-minute things we need to address and good habits we want to start keeping. To that end, here […]

Read More

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 […]

Read More

Financial Planning with Health Insurance in Mind

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

Financial Planning with Health Insurance in Mind How much might health care cost you someday? Provided by Dean Bell, Bell & Associates     “Financially speaking, what would be the worst thing that could happen to you?” If you ask a hundred people in their forties that question, you may get a dozen different answers. […]

Read More

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 […]

Read More

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 […]

Read More


“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 —




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 —