Investment Counsel & Financial Planning
FIDUCIARIES - Always putting our clients interests FIRST!!!
David F. Bello, CFP®
CERTIFIED FINANCIAL PLANNER™
Financial Planning since 1972
Graduate of The University of Wisconsin
BBA Finance/Marketing
Samuel J. Bello, CFP®
CERTIFIED FINANCIAL PLANNER™
Financial Planning since 2005
Graduate of Cleary University
Bachelor of Science in
Personal Financial Planning
BELLOADVISERS, LLC FEE ONLY
OUR SERVICES - NO PRODUCTS SOLD
BELLOADVISERS, LLC FEE ONLY
What is FEE ONLY Financial Planning ?
Financial planning is the long-term process of wisely managing your finances to set and achieve your goals and objectives, while at the same time navigating the financial barriers that inevitably arise in every stage of life. It is a process, not a product. FEE ONLY places the planner and you on the
What is FEE ONLY Financial Planning ?
Financial planning is the long-term process of wisely managing your finances to set and achieve your goals and objectives, while at the same time navigating the financial barriers that inevitably arise in every stage of life. It is a process, not a product. FEE ONLY places the planner and you on the same side of the table, no conflicts. The planner charges a fee and is not compensated for sales of a product (No Commissions). Our fee is 9/10ths of 1% per annum of the assets that we manage on your behalf. Included in this fee is unlimited Financial Planning Services.
CFP®
OUR SERVICES - NO PRODUCTS SOLD
BELLOADVISERS, LLC FEE ONLY
Why a CERTIFIED FINANCIAL PLANNERTM?
The CFP® mark identifies financial
planners who are committed to competent and ethical behavior when providing financial planning. Individuals certified by the CFP Board have taken the extra step
to demonstrate their professionalism by voluntarily submitting to the rigorous CFP® certification process t
Why a CERTIFIED FINANCIAL PLANNERTM?
The CFP® mark identifies financial
planners who are committed to competent and ethical behavior when providing financial planning. Individuals certified by the CFP Board have taken the extra step
to demonstrate their professionalism by voluntarily submitting to the rigorous CFP® certification process that includes demanding education, examination, experience, and ethical requirements.
OUR SERVICES - NO PRODUCTS SOLD
OUR SERVICES - NO PRODUCTS SOLD
OUR SERVICES - NO PRODUCTS SOLD
- Investment Management/Advice
- Retirement Planning
- Estate Planning
- Elder Care/Long-Term Care
- Employee Benefit Planning
- Executive Compensation Planning
- Education Funding
The Maui Fire Victims will need help traversing the numerous scams and the not so well known SUDDEN WEALTH SYNDROME. $4 Billion will be dropped on the survivors of the August 8-9, 2023 Lahaina, Maui fires.
