Miles Bell, CLTC®

Financial Advisor

A Financial Plan That Gives You Clarity & Confidence

Life never stands still. It evolves, changes direction, and sets up new possibilities. That means your approach to financial security cannot be static either; because as your life changes, so do your needs and goals.

Miles Bell and his team do comprehensive financial planning located in Chico, CA.  The goal of any initial meeting is to help you identify your financial goals today, and create a personalized plan to help you prepare for the future – even if life takes an unexpected turn. Keeping pace with life's changes is important. Let Miles Bell and his team help you achieve a secure financial future for the people you care about most.

 

Services include:

  • Customized Financial Planning                 
  • Retirement Planning (Pension Maximization Planning, 401(K), IRA's, etc.)
  • Life Insurance Planning (Term Insurance, Universal, Permanent/Whole)
  • Disability Insurance Planning (Individual, Small or Large Group, Supplemental)
  • Wealth Management
  • Long Term Care Insurance Needs
  • Financial Services for Individuals, Families, or Business Owners

The Northwestern Mutual Difference

Backed by the strength of Northwestern Mutual, my team and I provide you with a balanced approach to achieving your goal of financial security, assuring that your intentions have been understood and your needs are being addressed. And when it comes to implementing solutions, the full capabilities of Northwestern Mutual are leveraged to provide you with exclusive access to a comprehensive variety of products and services.

Largest Dividend Payout in Company History

In 2019, we expect the largest dividend payout for life and disability income insurance policyowners in company history.  Read more.

Retirement and Taxes: How to Maximize Your Savings

Not all retirement savings vehicles are taxed the same way. Read more

Getting To and Through Retirement

The strategies you use to get to retirement are not the same strategies you'll need to make sure your money lasts through retirement. Watch this short video to learn why.

 

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