top of page
Rustic red barn with a Texas flag roof in a field
Hand placing a coin on growing stacks of coins
Personal financial planning mind map on a napkin with coffee.
Stack of gold coins and a pen on a financial document
Retirement Plan document with glasses, pen, and calculator

 Bellman Financial

P.O. Box 429
Nevada, TX 75173

Phone:

972-843-2169

Fax:

972-468-6491

E-mail:

Welcome to Bellman Financial

Jon Bellman

Welcome to our Web site, where you’ll find a wealth of information in the form of newsletter articles, calculators, and research reports.
We hope your visit will help you understand the opportunities and potential rewards that are available when you take a proactive approach to your personal financial situation. We have created this Web site to help you gain a better understanding of the financial concepts behind insurance, investing, retirement, estate planning, and wealth preservation. Most important, we hope you see the value of working with a skilled professional to pursue your financial goals.

We’re here to help educate you about the basic concepts of sound financial education and planning. And to help you learn more about who we are and how our services can help you with your financial future. We hope you take advantage of this resource and visit us often. Be sure to add our site to your list of "favorites" in your Internet browser. We frequently update our information, and we wouldn’t want you to miss any developments in the area of personal finance.

TXflag

Calculators

You can review interesting calculators on my site.

Contact Us

Please feel free to contact us with any questions.

Videos

We have interesting videos for you to watch on my site.

Health savings accounts help manage short- and long-term health-care costs, while offering significant tax advantages.

Add paragraph text. Click “Edit Text” to update the font, size and more. To change and reuse text themes, go to Site Styles.

Consumers and investors might want to consider how the depreciating dollar could impact the economy and their own finances.

Add paragraph text. Click “Edit Text” to update the font, size and more. To change and reuse text themes, go to Site Styles.

Homeownership can still be an attainable goal, but it may take more planning, flexibility, and creativity than it did in the past.

Add paragraph text. Click “Edit Text” to update the font, size and more. To change and reuse text themes, go to Site Styles.

Hybrid long-term care insurance policies, also known as asset-based plans, combine the benefit of a life insurance policy or an annuity with the availability of long-term care benefits.

Add paragraph text. Click “Edit Text” to update the font, size and more. To change and reuse text themes, go to Site Styles.

This Cash Flow Analysis form will help you weigh your income vs. your expenses.

Use this calculator to estimate how much income and savings you may need in retirement.

This calculator can help you determine how soon you can pay off your mortgage.

A balance sheet summarizes your assets and liabilities and reveals your net worth.

bottom of page
Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck