As specialists in retirement planning and estate conservation, we offer products ranging from certificates of deposit to individual stocks and just about everything in between. We at Bellue & Associates believe independence to be of the utmost importance. has no quotas or special agreements with any one company. This allows us to find the most suitable solution to help fulfill your needs no matter
what company is offering the product at any particular time. We pride ourselves on being completely independent and sitting on the same side of the table as you, not the insurance or investment company. We believe that customization and independence go hand-in-hand and are both vital in implementing a successful plan. Every plan is designed specifically to the client's needs and wants. Our process is built upon listening and then educating. We approach every situation without preconceived notions and let our opinions be formed by what we hear. Based upon what we learn, we devise a plan that best meets the client's needs and then use our independence to sort through the different alternatives to find those that will be the best to implement. No one person can specialize in all areas, which is why our associates have different areas of expertise. In those areas where we don't have a specialist, we have created strategic partnerships to get our clients the best information. So when you work with Bellue & Associates you get a team of professionals rather than one generalist. Continuing on the team approach, we feel having more than one person knowing your situation helps not only in the knowledge area, but service as well. After all, if you have a question you should get the correct answer even if one of your associates is unavailable. We are always available, but like to have a plan on how you would like to meet. Whether it is for you or your company, we strive to learn your situation and your goals without any preconceived notions and then offer financial products and services tailored to your individual needs. is committed to you for the long term. Securities and Advisory Services offered through Client One Securities, LLC Member FINRA/SIPC and an Investment Advisor. and Client One Securities, LLC are not affiliated. Licensed Insurance Professional. We are an independent financial services firm helping individuals create retirement strategies using a variety of investment and insurance products to custom suit their needs and objectives. Investing involves risk, including the loss of principal. No Investment strategy can guarantee a profit or protect against loss in a period of declining values. Any references to protection or lifetime income refer to fixed insurance products, never securities or investment products. Insurance and annuity products are backed by the financial strength and claims-paying ability of the issuing insurance company. The information is not intended to be investment, legal or tax advice. The agent can provide information, but not advice related to social security benefits. The agent may be able to identify potential retirement income gaps and may introduce insurance products, such as an annuity, as a potential solution. For more information, contact the Social Security Administration office, or visit www.ssa.gov
