Broker Check
Jaclyn E. Bell, CFP®

Jaclyn E. Bell, CFP®

Financial Advisor

"I want to play a central role in helping you achieve your life goals."

I understand the important role a financial representative plays in helping individuals and families achieve their life goals. As your professional partner, I can provide:

Lifetime Needs Analysis

I develop long-term working relationships with clients, providing financial solutions as they progress through their careers on into retirement. As you approach retirement, I will provide retirement estimates and counseling to help you maximize your benefits and flexibility.

Personalized Strategies and Solutions Designed to Help Achieve Your Financial Goals

I take pride in listening to my clients and helping them achieve their individual goals. Whether it be one specific goal such as building a retirement nest egg, or a more comprehensive plan to satisfy several goals such as planning for college, protecting against the loss of a loved one, and insuring long-term care in later life, I will be there to help.

Objective Investment and Risk Management Advice

This client-centered approach to investment planning can help you assemble a diversified portfolio* including insurance and risk management strategies designed to help meet your unique needs.

  • Personalized Financial Planning
  • Retirement Planning
    • 403(b), 457(b) and 401(k) Plans
    • Roth IRA, Traditional IRA
    • Lump Sum Rollover Consulting
  • Investments
    • Mutual Funds
    • Annuities (fixed and variable)
  • Customized Retirement Counseling
  • Education Planning
    • 529 College Savings Plan
    • Coverdell Education Savings Account

I can help you create a financial plan, a personalized "roadmap" that can help you solve your financial problems and achieve your short- and long-term financial goals. I will work one-on-one with you to understand your current financial situation and your financial goals. I will then design and help you implement a financial plan that is customized to your needs.

I attended the University of Houston and earned a Bachelor of Science graduating in 2004. I hold FINRA Series 6, 7, 63 and 65 securities registrations.

*There is no assurance that a diversified portfolio will produce better returns than an undiversified portfolio, nor does diversification assure against market loss.