Moreland B. Bell CFP®
Integrated Financial Group
CLIENT VISION
With over 32 years of experience, Moreland is committed to helping individuals and families achieve their financial goals as they navigate through retirement. As a Certified Financial Planner (CFP®), Moreland utilizes Financial Planning to provide his clients with a comprehensive understanding of how their assets can work for them during retirement. By tailoring each plan to the unique financial needs of his clients, Moreland goes the extra mile to ensure their confidence in their transition. Accessibility is a top priority for Moreland, who makes himself available to his clients whenever they need assistance. Moreover, he conducts annual reviews of their Financial Plans to ensure they are on track to meet their goals.
In addition, Moreland offers his expertise to small and medium-sized businesses, ensuring their Retirement Plans align with both the owner’s objectives and the employees’ needs. He diligently monitors investments and designs to guarantee that the desired benefits are being provided.
AREAS OF EXPERTISE
- Estate Planning Strategies
- Investments
- Retirement Planning Strategies
- Small Business
- Insurance
EDUCATION/CERTIFICATION
- BBA Business Administration, University of Mississippi
- CFP® Certified Financial Planner™
- Series 6 & 7 held through LPL Financial
OUTSIDE THE OFFICE
When not helping my clients, Moreland enjoys playing golf, fishing and hunting. He is a Little League coach and Youth Football coach. Moreland has volunteered for the Coastal Conservation Association and the Atlanta Food Bank. Read More About Integrated Financial Group Here.
“Being a member of Integrated Financial Group’s Consortium provides DH Christopher Wealth Management with competitive advantages that benefit our clients.”
– Christopher L. Jones
Check the background of investment professionals associated with this site on FINRA’s BrokerCheck.
