Liberty Bell Strategies offers personal financial planning, strategic management, and small business development services that always keep the client's best interest as the top priority. The technical term for this is fiduciary responsibility; in plain English, that means that we will never sell you anything, period. If you are already doing great things, and our services are not going to make you any better off, we will congratulate you and encourage you to keep doing those great things. Our main goal is to enable self-sufficiency and help you be your best and achieve your goals.
Our mission is to enable our clients to achieve their financial, personal, and professional goals by leading strategic and rational planning efforts; enacting proven, data-driven, outcome-based best practices; and always maintaining fiduciary responsibility to the client's best interest, based on their individualized strategic goals.
Who We Are
Liberty Bell Strategies is a Veteran-owned, independent small business proud of strong connections to the community we serve. We also value our independence; we are not beholden to or favor any particular business, financial institution, or product. That allows us to always work towards your best interest. Our values and principles focus on achieving the greatest good for the greatest number of individuals , and are based upon military and public service experiences.
About the Founder
My name is Brian M. Bell, MPA and I am a Personal Finance, Coach, Strategic Adviser, and Owner of Liberty Bell Strategies. I received my Master's in Public Affairs from the LaFollette School of Public Affairs at the University of Wisconsin-Madison, and my B.A. in political science with a minor in public administration from the University of Wisconsin-Whitewater. I am a lifelong student of performance management, econometrics (a blend of economics and statistics), and financial independence. I have also served in the Army Reserve for nearly 20 years, and have served in State Government in various policy, budget and leadership roles.
I am a vigorous advocate of personal liberty, freedom, and self-dependence. I started Liberty Bell Strategies to try to help enable others to achieve their American dream, secure a free and prosperous future for themselves and those they care for. This is done by enacting strategies that are grounded in proven and statistically significant research, putting your money on autopilot, and build self-confidence and independence.
My approach is to teach and empower individuals to gain control of their own finances, and as a result, their own lives. I believe that having a sound financial foundation is critical to enabling success in other areas of life, while also avoiding problems in relationships, mental and physical health, and overall wellness.
I developed a system that helps put financial obligations on autopilot, which helps to eliminate stress and anxiety, while making it easier to follow through with the financial plan.
This can be customized to each individual, household, or organization to empower them to obtain the liberty and power to pursue the way of life they desire.