Bonita K Bell-Andersen, CLU
Insurance planning is often overlooked in our lives, or we think of it too late. You try to do what is right for those you care about, but the wrong financial decision can often undermine the best of intentions. We
are an independent insurance agent specializing in long-term solutions in the insurance industry dealing with life insurance, long term care, and disability planning. Situated in the greater Pacific Northwest area, specifically the Spokane, WA and Coeur d'
Alene, ID areas, however, we service clients in many other locations around the USA.
We work hard to help simplify our clients' financial lives, optimize their goals they want to reach, and organize their personal financial goals. We work closely with our clients using a consultative process to help them grow and protect their wealth, and achieve their most important financial goals with cost-efficiency and reliability.
Our mission is to be one of the trusted professionals in the circle of our clients’ financial lives. To do this, we take the time to develop a detailed understanding of each client’s individual circumstances, goals, and objectives. We help our clients make smart decisions in this area, and gain confidence in having a safe and secure financial future.
Markets may be volatile, but our values are steadfast. We are dedicated to serving our clients with integrity and are committed to the following principles:
· honest, transparent, and open communication
· highly responsive, professional, first-class service
· unbiased, expert, and timely advice
· steadfast dedication to our belief that "clients interests always come first"
As a fully independent professional, we are not restricted to any product or service, and work exclusively for the benefit of our clients. In fact, we have a built-in obligation to want to act in each client's best interests. We care deeply about helping our clients achieve their goals and objectives, and endeavor to provide them with the highest-quality service and guidance.
We look forward to discussing with you how we can become one of your family's trusted professionals that you deal with.. We think you will appreciate the trust and confidence that comes from working with a leading independent insurance professional.
1227 W. Cherrywood Ct., Spokane, WA 99218
Direct Line: 509-290-6301
bonnie@bellandersenfinancial.com
We work hard to help simplify our clients' financial lives, optimize their goals they want to reach, and organize their personal financial goals. We work closely with our clients using a consultative process to help them grow and protect their wealth, and achieve their most important financial goals with cost-efficiency and reliability.
Our mission is to be one of the trusted professionals in the circle of our clients’ financial lives. To do this, we take the time to develop a detailed understanding of each client’s individual circumstances, goals, and objectives. We help our clients make smart decisions in this area, and gain confidence in having a safe and secure financial future.
Markets may be volatile, but our values are steadfast. We are dedicated to serving our clients with integrity and are committed to the following principles:
· honest, transparent, and open communication
· highly responsive, professional, first-class service
· unbiased, expert, and timely advice
· steadfast dedication to our belief that "clients interests always come first"
As a fully independent professional, we are not restricted to any product or service, and work exclusively for the benefit of our clients. In fact, we have a built-in obligation to want to act in each client's best interests. We care deeply about helping our clients achieve their goals and objectives, and endeavor to provide them with the highest-quality service and guidance.
We look forward to discussing with you how we can become one of your family's trusted professionals that you deal with.. We think you will appreciate the trust and confidence that comes from working with a leading independent insurance professional.
1227 W. Cherrywood Ct., Spokane, WA 99218
Direct Line: 509-290-6301
bonnie@bellandersenfinancial.com