BELL INSURANCE SOLUTIONS, INC.
Wealth preservation & Business planning
make more...keep more
HERE TO SUPPORT YOUR FINANCIAL NEEDS
Our network of Tax Attorneys, CPAs, and business advisors can help identify a variety of strategies well suited to your business and family dynamic.
plan for the future
more in the bank
a team that's on your side
360º Financial services
Our team will help you fulfill the vision you have for your future with proven financial strategies and a tailored, tax-favored approach.
From business solutions to insurance and long-term planning, we have options for everyone at every step of their financial journey.
Our finance pros will help you keep more of your money and get the most out of your financial situation and/or scenario.
The team at Bell Insurance Solutions, Inc. is here for you and your business every step of the way.
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what we do
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tax planning
business services
insurance
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Long-Term Capital Gain Mitigation
Reduce what you owe before your next sale or liquidity event.
Coverage built around your business and your family, not off the shelf.
Support for the operational side of running and growing a business.
Commercial Real Estate Sale Planning
Research & Development Tax Credits
Export Tax Credits
Income Reduction Strategies
Entitlement Planning
Sale of Commercial Property
Long-Term Care Insurance
Health Care Insurance
Life Insurance Premium Financing
Insurance for Foreign Nationals
Buy/Sell Agreements Funding
Corporate Credit
Employer-Employee Law
Leadership Training
Litigation vs. Mediation & Arbitration
Business Banking
Business Financing/Lending
B to B Credit Fee Reduction
eric bell
President,
bell insurance solutions, inc.
Eric Bell is a collaborative wealth preservationist and income sustainability specialist with expertise in investment management and wealth-building strategies for individuals, businesses, foundations, and endowments. Eric has a proven track record of joining forces with CEOs, Senior Executive Management and their boards of directors to expand market penetration, increase corporate valuation, and enhance harmonious corporate cultures.
Eric has served on the boards of the Boys and Girls Club of San Juan Capistrano, Habitat for Humanity in Orange County, UCI's Paul Merage School of Business, and is currently on the board of the Small Business Development Corp. of Orange County, WisePlace and Hall of Heroes Foundation.
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