Overview

Belle Financial is a locally-owned independent financial services firm assisting individuals, families, and businesses with their investment and insurance needs. We strive to earn your trust through our client centered and transparent process. Our integrated approach to wealth management allows us to address individual goals within the context of a comprehensive plan. Every client is important as our success is measured by our client satisfaction. Our investment philosophy and process is transparent, time-tested, and informed by academic research. We build indexed based portfolios for retirement and non-retirement accounts. They are globally diversified and strategically allocated with a modest bias towards the U.S. and other factors such as size, value, and profitability. We believe this provides the opportunity to pursue a higher expected return without reducing the overall broad portfolio diversification. It has been our experience that when clients are well-educated, truly diversified, and properly allocated, they are disciplined and confident in the investment process which allows them to stick with their long-term plan and move on to more important aspects of life such as faith, family, friends, vocation, charities, etc. Securities offered through LPL Financial, Member SIPC www.sipc.org. Investment Advice offered through Financial Management, Inc., a Registered Investment Advisor. Financial Management, Inc., and Belle Financial are separate entities from LPL Financial. Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness. For a list of states in which I am/we are registered to do business, please visit www.fmiwealth.net There is no guarantee that a diversified portfolio will enhance overall returns or outperform a non-diversified portfolio. Diversification and asset allocation do not protect against market risk.