Service means putting clients first.
Check out some of the products and services we could offer you as part of your comprehensive financial plan.
Whether it is for you or your company, we strive to learn your situation and your goals without any preconceived notions and then offer financial products and services tailored to your individual needs.
Bellue & Associates, Inc. is committed to you for the long term.
We can help you execute a comprehensive wealth-management plan using the following products and services:
Services
Comprehensive financial planning or single-issue planning.
Education planning.
Protection planning.
Retirement income planning.
Pension and Social Security maximization strategies.
Estate and legacy Planning.
Legal planning¹.
Tax planning².
Business succession and protection planning.
Workplace benefits planning (incl. retirement plans and small-group benefits).
Education planning.
Protection planning.
Retirement income planning.
Pension and Social Security maximization strategies.
Estate and legacy Planning.
Legal planning¹.
Tax planning².
Business succession and protection planning.
Workplace benefits planning (incl. retirement plans and small-group benefits).
Products & Accumulation
Mutual funds.
Exchange-traded funds.
REITs.
Structured notes.
Stocks.
Bonds.
CDs.
Cash alternatives.
Annuities (variable and fixed).
Exchange-traded funds.
REITs.
Structured notes.
Stocks.
Bonds.
CDs.
Cash alternatives.
Annuities (variable and fixed).
Products & Protection
Life insurance.
Disability insurance.
Long-term care insurance.
Home, auto and umbrella insurances.
Disability insurance.
Long-term care insurance.
Home, auto and umbrella insurances.
¹⁻² Our firm does NOT provide legal or tax advice. We have community partners we work with to provide our clients with tax and legal services.
