You've heard that one of the most important aspects of your investment planning is to have a diversified portfolio. Did you know it's
also important to have a diversified investment strategy as well?
I tailor allocations and strategies for your unique situation when we work together on your personal Lifestyle Vision Map. Our process takes a multi-dimensional approach to your wealth management. We define your goals, review your assets, and analyze your needs to understand the status of your current financial position and desired Lifestyle Vision.
I’m looking for the answers to two questions: 1) Are you on track? and 2) Are there any financial blind-spots you may not be aware of?
In addition to working with individuals, I also work well with business owners because I was a Chief Financial Officer for over 10 years. If the majority of your wealth is in your business, I work with you to identify and convert the value out of your business, that you worked so hard to build, to assist with maintaining your current lifestyle in the next phase of your life.
I am a fiduciary under the Investment Advisors Act and have a duty to act in your best interest and to make full and fair disclosures of material facts and conflicts of interest.
EDUCATION AND LICENSING
Bellann is a Certified Exit Planning Advisor or CEPA® as recognized by the Exit Planning Institute. Through LPL Financial, she holds a Series 7 and Series 66 and General Lines Life & Health & Annuities licenses. Bellann earned a Bachelor of Applied Arts and Sciences and a Certificate in Financial Planning from the University of North Texas.
In addition to serving her clients, Bellann understands how important it is to contribute to her community. She serves on several non-profit Boards offering her time and efforts to help others. She sits on the Board for Corinth Economic Development Corporation for the City of Corinth, Lake Cities Chamber of Commerce, Oakmont Women's Club, and Greater Denton Arts Council. She's an Ambassador for the City of Corinth and also sits on the advisory council for the Chief of Police.