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Fed focused Financial Advisor

4800 Mills Civic Pkwy, Ste 111
West Des Moines, IA 50265

Phone:

515-225-2775

Fax:

866-711-9472

E-mail:

Calculators

You can review interesting calculators on my site.

Contact Us

Please feel free to contact us with any questions.

Videos

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Fed Focused Financial Advisor

 At Bell Financial, our mission is to help Federal Employees take advantage of their Federal retirement  by providing them with three key tools:

  1. A comprehensive Federal Employee Benefits and Retirement Analysis.

  2. A clear understanding of and strategies to help maximize  the Federal retirement system.

  3. Ongoing advice to help adjust your road map if your needs change.

We specialize in helping our federal clients develop a  cohesive financial strategy that fits their unique needs and enables them to work toward both short- and long-term objectives. Our services cover many areas of financial management, from investment and retirement planning to risk management, and estate conservation. On our Web site, you'll find valuable information for evaluating your current position and progress toward financial goals. We offer informational articles that outline financial concepts and highlight products designed to fill the gaps in your financial strategy. You'll also find calculators that will help you assess your current and future needs. Please remember to visit our Web site often, as our content is constantly changing. For help with your financial management, or for more information on Bell Financial, please contact us today.

Explores how investment strategy changes once retirement begins.

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Closed-end funds are considered to carry higher risk but may provide a higher income stream than traditional mutual funds holding similar securities.

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Shows how transfer-on-death designations help avoid probate costs.

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The One Big Beautiful Bill Act includes many provisions that affect higher education.

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Estimate how much would remain after paying income taxes and penalties if you took an early distribution from a retirement plan.

Estimate the potential cost of waiting to purchase a long-term care insurance policy.

How Long Will Your Funds Last?

Use this calculator to determine whether you qualify for the different types of IRAs.

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Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck