Professional

Unique Value Proposition

Bell Financial is a firm dedicated to professionalism, loyalty, education and integrity. We provide comprehensive financial planning for entrepreneurs, procedure-based medical professionals, families and organizations that support loved ones with special needs. In general, we align ourselves to be a trusted and professional resource to people who understand and appreciate the value of planning. Through engaging conversation, where we seek first to understand your financial goals and objectives, then combine 1st in class tools and objective process to develop a customized financial plan.

By building a lasting relationship we can adjust your plan as your life changes, provide clarity when uncertainty arises, educate you along the way and finally execute as necessary as you achieve the future you envision.

 

MARKETS

Highly motivated and ethical professionals

1) SPECIAL NEEDS PLANNING

My team is passionate about serving families and organizations that support loved ones with special needs. Special needs is a very general way of describing a growing percentage of our population who learn differently or need other supports in getting through life. That said, it   means very different things to different people. Individuals who will outlive their caregivers NEED a plan; as much or more than their caregivers need a plan. Proper planning should not be transactional in nature; be a one and done project. It requires regular monitoring, service and adjusting so it stays relevant.

 

2) PLANNING FOR MEDICAL PROFESSIONALS AND MEDICAL DEVICE SALES PROFESSIONALS ( procedure based practices and medical device sales)

These professionals may benefit significantly from our planning process and planning tools. Often the need to protect their greatest asset(s) and create a plan designed to minimize the inevitable tax liability they face is overlooked or not maximized and our team can help to address these planning areas.

 

3) ENTREPRENEURS (real estate, construction and IT)

This is an area where I have a personal and professional passion. Business owners have unique needs and benefit from our approach to managing risks, accumulating wealth (individually and for their employees), succession planning and other critical planning areas.

Call our office today and schedule a complimentary meeting with a member of our team to develop your plan.

 

ASSOCIATIONS AND MEMBERSHIPS

Allan Bell is involved with several special needs organizations and is a former board member for The National Association for Down Syndrome and the ARC of IL. Allan and his wife are also members of the West Suburban Support Group and the UPS for DOWNS parent support groups.

He is currently considering other business and medical board opportunities to devote his time to.

Years of Experience

Representing Northwestern Mutual since 2006.

Awards and Recognition

 

Million Dollar Round Table Qualifying Member 2013-2016

MDRT is the premier association of financial professionals. MDRT status designation is granted for one year and members must apply every year to continue their affiliation with the MDRT

 

National Association of Insurance and Financial Advisors Quality Award 2011-2015

Award recognizing commitment to excellence in service to clients and industry

Allan K Bell, CLU®

Financial Representative

 

To learn more about Northwestern Mutual Investment Services, LLC and its financial representatives, visit: FINRA BrokerCheck