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Personalized Financial Planning for Maximum Peace of Mind

Whether you’re preparing for retirement, investing to build wealth for your family or you’re looking to grow your business, we will develop a comprehensive financial strategy to help you work toward your goals.

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Our Services

Our number one objective is to help you live your best financial life, now and through retirement. We want to get to know you and understand your financial goals and dreams, and then we’ll collaborate with you to identify the best path forward. We take a holistic approach to financial planning and will help you maintain a big-picture view of your financial situation, including the tax implications of all financial decisions.

Financial Services

Financial Services

Holistic financial planning for every stage of life

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Tax Services

Tax Services

Tax services to help you keep more of what you earn

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Partner with Us

Partner with Us

We’ll care for your business like family

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Start Saving for Retirement

It’s never too early to start saving for retirement. Whether you’re just getting started or nearing retirement age, we can help you prepare for the future with confidence.

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Owners

Melinda Bell

Melinda Bell

Owner, Enrolled Agent, Wealth and Tax Advisor

mbell@cochranbell.com

Kevin Bell

Kevin Bell

Owner, Enrolled Agent, Director of Financial Services

kbell@cochranbell.com

Life's Milestones

We’ll be there to help you through all of life’s transitions and milestones. Life is full of uncertainty, and whether you’re celebrating the birth of a new baby, planning for your child’s education, considering how you can prepare for retirement or pass your estate on to your heirs, we’ll support you every step of the way

In Your 20s

We’ll help you establish a solid financial foundation as you start your first job, begin paying off student debt, build an emergency fund and start saving for retirement.

In Your 30s

As you grow your career and income, we can help you navigate saving for a down payment for a home, understand mortgage options, welcome a new baby, manage more complex taxes or deal with divorce.

In Your 40s

We’ll work with you to maximize your retirement savings, such as leveraging a 401(k) or IRA, and offer support to plan for your child’s education expenses.

In Your 50s

This is when you’re eligible to make catch-up contributions to your retirement account. We’ll support you through selling a home or business, taking care of older parents and considering long-term care insurance.

In Your 60s

We’ll help you navigate Social Security, Medicare, retirement plan withdrawals, moving to another state and preparing your estate for future generations.

In Your 70s And Beyond

You’ll begin taking required minimum distributions from your retirement accounts, and we’ll support you through the loss of a loved one, long-term care and leaving a legacy.

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