Sells Financial

Sells Financial Services, Inc. has been a trusted partner for entrepreneurs, professionals, and high net worth families across the United States for over sixty years. Our mission is to chart your financial future by addressing your complex needs and developing a plan to accomplish your unique goals. We pride ourselves on our experience, trust, and flexibility that allow us to deliver a superior, customized solution compared to the one-size-fits-all approach of larger financial planning firms.

Our Services

At Sells Financial Services, Inc., we specialize in strategic planning for business owners, professionals, and families. We assist our clients in capitalizing on inefficiencies in their businesses and professional practices to free up cash flow, which is then used to accomplish their family wealth planning objectives. Our services include:

• Tax Planning: Income, capital gains, and estate taxes are the largest obstacles to achieving your financial goals. Our expertise in tax planning allows us to navigate these obstacles and develop a plan to minimize your tax liability.
• Legacy Planning: We strive to understand your needs and goals as a fundamental component of the way we work with you. We will develop a plan to ensure that your legacy is preserved for future generations.
• Protection Planning: Our complete line of individual life, disability, and long-term care insurance products and solutions is designed to protect those that you love and provide peace-of-mind.
• Retirement Planning: We understand that maintaining your standard of living throughout retirement is not an option but a requirement. Our custom-crafted plans are designed to help you achieve the retirement lifestyle you desire.
• Tactical Planning: We offer custom-crafted plans designed to help navigate non-reoccurring events, enabling a more efficient outcome.

Our Values

• Experience: Our financial services foundation is built on exhaustive training and ongoing continuing education. However, there is no substitute for practical experience. With experience from having seen tax laws and tax rates change, witnessing the accelerating pace of regulatory change, and helping business owners survive and thrive in various economic cycles, we bring real-life experience to the table with each client encounter.
• Trust: In today's world, it is difficult to know who you can trust with your financial decisions. We have been helping our clients since the 1950s, and our practice has grown and is built on word of mouth. We treat each client engagement as if we were doing work for a member of our family and have as our goal, every time, to put ourselves in the shoes of our client and base our recommendations on what we would have done ourselves.
• Flexibility: We build flexibility and adaptability into everything we do. We believe that having a plan is important, but sound financial planning must recognize and account for the only constant in life - change.

Sells Financial Services, Inc. is a boutique firm that incorporates a team approach to deliver quality planning solutions. We are committed to providing you with the best possible service and helping you achieve your financial goals.