Jon Bellman | Founder, Bellman Financial Services | Safe Money & Retirement Planning Expert
Are you 100% sure you’re going to have a great retirement—or do you have some doubt?
Jon Bellman, founder of Bellman Financial Services, has been helping North Texans protect their money and plan for retirement since 1992. With a strong focus on safe money strategies, tax-free retirement income, and guaranteed lifetime income planning, Jon is committed to helping clients eliminate financial uncertainty and build confidence in their future.
A lifelong resident of North Texas, Jon began his career in education as a high school Agriculture Science instructor in Plano ISD for 13 years. Though he transitioned into financial services in 1992, he considers himself still a teacher—educating people on how to make smart, secure decisions with their money.
Jon helps individuals and families:
- Eliminate or minimize taxes in retirement through smart planning
- Create guaranteed income streams they can never outlive
- Become debt-free in 9 years or less, including their mortgage, without spending a penny more each month
- Avoid common financial missteps that leave 96% of Americans broke by age 65
He believes that no one plans to fail—people simply fail to plan. That’s why Bellman Financial Services provides clear, pressure-free guidance tailored to each person’s unique needs, using time-tested Safe Money principles for both the accumulation and distribution phases of retirement.
Outside the office, Jon is an active part of his local community. He serves as Vice-President of the Wylie Antique Machinery Society, President of the Texas Chapter #25 of the International Harvester Collectors Club, and Regional Advisor for the South-Central Region of EDGETA (Early Day Gas Engine and Tractor Association).
If what you thought to be true about retirement turned out not to be—when would you want to know?
Let Jon Bellman and Bellman Financial Services show you how to build a retirement plan with protection, peace of mind, and a guaranteed income stream for life.
👉 In this Spotlight Series interview, Jon Bellman shares how his education-first philosophy, Safe Money strategies, and personalized planning approach help North Texas families achieve a tax-efficient, worry-free retirement. Click here to discover how Jon’s proven methods can bring clarity, protection, and guaranteed income to your financial future.
🔷 Resident License: Texas 🔷 Non-Resident Licenses: Oklahoma, Colorado 🔷 E&O Coverage: Active 🔷 Experience: 10+ Years 🔷 Regulatory History: No Issues 🔷 Planning Approach: Suitability-Based 🔷 Focus Areas: Fixed Annuities, Indexed Annuities, Life insurance, Retirement Income Planning, Medicare, Wealth Transfer & Legacy Planning 🔷 Fee Disclosure: Provided Upon Request | Self-Reported by Advisor | SafeMoney.com Does Not Independently Verify Credentials
