Serving Those Who Serve
At Bellina & Associates, we understand how overwhelming it can be to navigate the world of financial planning and investing. Without trusted guidance and easy-to-understand advice, it’s hard to feel confident in your financial future. We seek to address this concern by serving as a trusted resource.
We are an independent financial services firm assisting clients in securing a future for themselves and their families. We believe there is a need to help families create and preserve wealth, and that financially healthy families help make their communities better places to live and the nation stronger. We provide comprehensive wealth management, including strategic, tactical and family planning. Our top priority is to serve our clients first, last, and always. We believe our clients appreciate the value we offer and our personalized attention.
We also offer a unique perspective to financial planning because we are an Endorsed Local Provider for the Dave Ramsey Show. As Dave's Endorsed Local Provider, my team and I are committed, just as Dave is, to providing Biblically-based, common sense education and empowerment, seeking to give hope to everyone from the financially independent to the financially distressed. Our faith in God, our community, and our country shines through in our interactions with clients because we seek to serve as ethically responsible stewards to our clients.
We strive to learn and understand individual and business financial information, build and maintain long lasting relationships, and provide the highest quality information, service, and products to help bring financial peace.
Based in Miami, Florida, we work with clients throughout the country. We invite you to contact us today to learn more about how we can help you pursue your goals and secure a multi-generational legacy.
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Changing Unhealthy Behaviors
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Loss of income from disability has the potential to cause financial hardship. Disability insurance can help.
Gun owners need to make sure that their homeowners policy covers the full value of their firearm(s) as personal liability.
Bitcoin has emerged as a digital currency that exists virtually, making it different in fundamental ways.
Do you know where the idea of “retirement” comes from?
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Help determine the required minimum distribution from an IRA or other qualified retirement plan.
This calculator helps estimate your federal estate tax liability.
Use this calculator to better see the potential impact of compound interest on an asset.
This questionnaire will help determine your tolerance for investment risk.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
Assess whether you are running “in the black” or “in the red” each month.
Principles that can help create a portfolio designed to pursue investment goals.
How federal estate taxes work, plus estate management documents and tactics.
A presentation about managing money: using it, saving it, and even getting credit.
The importance of life insurance, how it works, and how much coverage you need.
There are some smart strategies that may help you pursue your investment objectives
There are a number of ways to withdraw money from a qualified retirement plan.
Smart investors take the time to separate emotion from fact.
There’s an alarming difference between perception and reality for current and future retirees.
Do you know how long it may take for your investments to double in value? The Rule of 72 is a quick way to figure it out.
Understanding the cycle of investing may help you avoid easy pitfalls.
How do the markets usually react to elections? Was the 2016 election any different?
There are three things to consider before dipping into retirement savings to pay for college.