Professional

VISION

We aim to be a FLAGSHIP financial planning practice; Attractive to and respected by our financial services colleagues and ideal client marketplace. We strive to be viewed by the community at large as a trusted and professional resource it can rely on for advice, philanthropy, education and support.

 

Core beliefs

Integrity, Growth, Charity, Loyalty, Work Ethic and Faith

 

MISSION

The mission of the practice is SERVE successful professionals and entrepreneurs through a proven and consistent planning process. We strive to keep our clients and colleagues ENGAGED through best in class technologies, RELEVANT investment and risk management strategies and MEANINGFUL conversations about topics they care most about. We PARTNER with our clients, crafting thoughtful and personalized PLANS based on their most important financial security goals.

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 ( procedure based practices)

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 Advisor

 

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