Bell Financial Management Corporation

Sheldon M. Bell

Registered Investment Adviser


P.O. Box 1747
Oregon City, OR 97045

For more information, please call (800) 377-0052
or Email sheldon@psfmc.com

We can help you to REDUCE or ELIMINATE the high cost of buying stocks, bonds, and mutual funds for your investment portfolio.    Call Sheldon today for a consultation!    Bell Financial Management Corporation    (800) 377-0052

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Free Financial Seminar

Yes, I would like to make a reservation at your next financial seminar which includes lunch. These financial seminars are held monthly.

Nothing will be sold to you at this free financial seminar.

Some important topics to be discussed at this free financial seminar include but not limited to:

  • How to determine the age you should begin collecting your social security benefits and how to reduce the income taxes that you will pay on those benefits.
  • How to convert your investment portfolio for distribution during your retirememnt years and how to protect your nest egg from a major stock market decline.
  • How to determine if you have enought money saved to retire and maintain your standard of living for the next 20-30 years.
  • Disclose the biggest financial risk that you face in your retirement years and dicuss how to mitigate it.

If you are an individual, please complete and submit the form below and we will contact you to register for our seminar.

Name
Number in your party
Age
Address
City,St,Zip
Phone
EMail

For organizations we offer an added bonus. If your organization is a church, charitable, fraternal, or women's organization, we will make a donation of $1,000 for a minimum of 25 attendees with an additional $20 per person for every attendee over the 25 minimum. For example, 50 attendees = $1,500 donation and 100 attendees = $2,500 donation. If you would like to arrange for a free seminar and luncheon to be held at your location, please complete and submit the form below.

Name of Organization
Address
City,St,Zip
Phone
EMail
Contact Person