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About Jon Bellman, President | Bellman Financial Services — Nevada, Texas
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. Based in Nevada, Texas and serving the greater Dallas-Fort Worth area, Jon is committed to helping clients eliminate financial uncertainty and build confidence in their future through safe money strategies, tax-free retirement income, and guaranteed lifetime income planning.
From Educator to Financial Advisor
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.
Comprehensive Retirement Planning Services
Jon helps individuals and families in Texas, Oklahoma, and Colorado:
Eliminate or minimize taxes in retirem...
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Frequently Asked Questions About Financial Advisors in Nevada, Texas
Why work with an independent financial advisor?
Independent advisors aren't tied to a single company's products, so they can recommend the best solutions for your specific needs. They focus on education first, helping you understand all your options before making decisions.
What is SafeMoney Certified?
SafeMoney Certified advisors have demonstrated expertise in safe money strategies and retirement income planning. They prioritize principal protection and guaranteed income solutions for their clients.
How much does a consultation cost?
Most SafeMoney.com advisors offer complimentary initial consultations. There's no cost or obligation to meet and discuss your retirement planning needs.
What should I expect in my first meeting?
Your first meeting typically covers your current financial situation, retirement goals, risk tolerance, and timeline. The advisor will explain different safe money options and answer your questions without pressure to buy anything.