President at Bellman Financial Services
Nevada, Texas
Jon Bellman, President | Bellman Financial Services, President, is a licensed independent financial professional at Bellman Financial Services in Nevada, Texas with 33+ years of experience. Specializing in Fixed Annuities, Indexed Annuities, Life Insurance. As an independent advisor, they offer personalized retirement planning guidance from multiple providers with no pressure to buy specific products.
✓ SafeMoney Certified™
Phone: 972-843-2169 / 214-218-0605
Email: [email protected]
Website: https://www.bellmanfinancial.info/
Licensed Independent Financial Professional · 33+ Years Experience · SafeMoney Certified™
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.
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 in Texas, Oklahoma, and Colorado:
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 North Texas 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?
👉 Watch Jon's Spotlight Series Interview to discover how his education-first philosophy, Safe Money strategies, and personalized planning approach help North Texas families achieve a tax-efficient, worry-free retirement.
Contact Jon Bellman today to discuss your retirement planning needs in Nevada, Texas and the North Texas area.
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Jon Bellman, President | Bellman Financial Services at Bellman Financial Services offers Fixed Annuities, Indexed Annuities, Life Insurance in Nevada, Texas. As an independent licensed financial professional, they provide personalized recommendations from multiple providers.
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.
Yes, Jon Bellman, President | Bellman Financial Services is SafeMoney Certified™, demonstrating specialized expertise in safe money strategies and retirement income planning.
Most SafeMoney.com advisors offer complimentary initial consultations. There's no cost or obligation to meet and discuss your retirement planning needs.
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.