Welcome ... And thank you ... for considering us in your search for a financial planner you can trust to satisfy your planning and investment advisory needs. As you will see from visiting this site, we are different kind of financial planning firm. We think you will find our mission and philosophies to be both refreshing and compelling. Steve Bell Financial Planning ... is a comprehensive financial planning and investment advisory firm located in the beautiful San Francisco Bay Area. We offer financial planning and advice in the areas of goal planning, retirement playnning, investment planning, budget and debt management, risk mitigation, college funding and estate planning... all on a fee-only, as needed, hourly basis. We also offer investment management services on a percent of balance basis. Unlike many financial planning firms, we will not turn you away just because you failed to meet our minimums for income or investment balances, nor will we require you to commit to a long-term agreement. The way we see it, you do not need a million dollars to become a millionaire; you just need the desire, commitment, wisdom and discipline to start building. You provide the desire and commitment; we'll provide the wisdom and help you with the discipline. So few of the nation's financial planning firms are structured in such a client-friendly way. Our Mission... is to bring independent, objective advice and financial peace of mind to people from all walks of life... the peace of mind you get when you take your first step down a competently developed plan leading straight to your goals. Through the advantages of professional, fee-only planning, we empower our clients with the information they need to make the best financial decisions possible. We know of at least eight good reasons to call us... We offer the financial planning and investment advisory services you need to achieve your financial goals... Our Services/Your Goals Our Fee-Only, hourly and as-needed fee structure allows us to reach out to people from all walks of life, regardless of their income or net worth ... Why Fee-Only? and Our Clients and Our Fees We have the education, experience, and resources to help you build and preserve a brighter financial future ... Who We Are As a NAPFA Registered Investment Advisor, we are committed to fiduciary relationships with all our clients, meaning we promise to always put your interest ahead of our own... Our Promise As a CERTIFIED FINANCIAL PLANNER™ certificant, Steve Bell is committed to providing competent and professional financial planning and advice... Why CFP®? As a proud member of the Garret Planning Network, we have instant access to a private intranet that connects us to over 260 like-minded financial advisors who are dedicated to providing objective financial planning and advice to people from all walks of life ... Why the Garrett Planning Network? You know what to expect from us and when to expect it... FAQ & Our Process Finally, you do not have to be near us to take advantage of our services. The internet, email, fax and phone have effectively eliminated any distance between us, allowing us to efficiently serve clients throughout California. But for those of you who insist on face to face meetings, we are within a 45-minute drive from Alameda, Alamo, Albany, Antioch, Benicia, Berkeley, Brentwood, Campbell, Castro Valley, Clayton, Concord, Cupertino, Danville, Diablo, Dublin, El Cerrito, Emeryville, Fremont, Hayward, Lafayette, Lathrop, Livermore, Los Altos, Los Gatos, Manteca, Menlo Park, Martinez, Milpitas, Moraga, Mountain View, Newark, Oakland, Orinda, Palo Alto, Patterson, Piedmont, Pittsburg, Pleasant Hill, Pleasanton, Ripon, San Jose, San Mateo, San Leandro, San Lorenzo, San Ramon, Santa Clara, Saratoga, Stanford, Stockton, Sunnyvale, Sunol, Tracy, Union City, Walnut Creek, and Westley ... Contact Us/Map and Directions. We encourage you to explore the rest of this website so that you can discover why our Fee-Only, by-the hour, as-needed financial planning model is perfect for addressing your most critical issues as well as for doing a completely integrated financial plan. Contact US STEVE BELL FINANCIAL PLANNING 1650 Holmes Street, Building C Livermore, CA 94550 Phone (925) 413-8463 * Disclosure All written content on this site is for information purposes only. Opinions expressed herein are solely those of Steve Bell, Principal, Steve Bell Financial Planning, or his editorial staff. Material presented is believed to be from reliable sources and no representation is made as to its accuracy or completeness. All information and ideas should be discussed in detail with your individual advisor prior to implementation. Fee-only financial planning and investment advisory services are offered by Steve Bell dba Steve Bell Financial Planning, a registered investment advisor in the California. The presence of this web site on the Internet shall in no direct or indirect way be construed or interpreted as a solicitation to sell or offer to sell investment advisory services to any residents of any state other than the state of California or where otherwise legally permitted. We are legally empowered to provide investment advisory services to residents of California and certain other states. CFP®, CERTIFIED FINANCIAL PLANNER™" and federally registered CFP® (with flame logo) are certification marks owned by the CERTIFIED FINANCIAL PLANNER™ Board of Standards, Inc. These marks are awarded to individuals who successfully complete the CFP® Board's initial and ongoing certification requirements.