For over sixty years, Sells Financial Services, Inc. has addressed the complex needs of entrepreneurs, professionals and successful individuals of independent means throughout the United States.
Our specialty is coming alongside our clients and working with them to review and analyze their current situation. We will develop a plan to accomplish our client’s specific goals and coordinate a team of expert advisors to implement the plan. Once in place, continual monitoring ensures that the plan keeps on track to bring about the desired outcome. We are experts in the following planning areas:
Income, capital gains, and estate taxes are the largest obstacles to achieving your family’s financial goals.
We strive to understand your needs and goals as a fundamental component of the way we work with you.
We offer a complete line of individual life, disability, and long term care insurance products and solutions to protect those that you love and provide peace-of-mind.
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 navigate a non-reoccurring event to enable a more efficient outcome.
“Their expertise in areas that I do not work has brought tremendous value to my clients and increased the value proposition of my practice. They are skilled at making complex planning ideas understandable and actionable for my busy professional and business owner client base.”
Bhupendra Darji, CPA // client
