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Quincy Bell is a highly experienced professional with 17.8 years of work experience. She possesses a diverse skill set including sales, customer service, leadership, team building, and budgets. Based in Seattle, Washington, Quincy helps small business owners, independent contractors, and individuals save a ton in taxes legally and ethically. She is dedicated to implementing simple financial strategies and serving as a Macro-Manager, ensuring all financial resources and teamwork are aligned with their legacy goals. Quincy's passion lies in helping small business owners, independent contractors, and individuals achieve their financial goals while maximizing their wealth. She offers a free 30-minute discovery session to discuss business and personal goals.
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+1 425374****
+1 920243****
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WHAT I DO: I help small business owners, independent contractors, & individuals save a ton in taxes legally & ethically (not a CPA or an Accountant) by implementing simple but unique financial strategies & serve as their Macro-Manager so ALL their financial resources & team, work in unity to obtain their legacy goals.BOTTOM LINE: You focus on building your business while I focus on keeping more of your hard earned Money in your Pocket!WHAT MAKES ME UNIQUE: I’m passionate about serving small business owners, independent contractors, and individuals who want to accomplish more than just make money but create a LEGACY worth leaving behind, meaning my 10 years in the Financial Services industry is invested looking for the best ways to manage your income, reduce your taxes, increase income, and plan for the future including the next generation.WHY IT MATTERS: You need to focus on what you do best- run your business, live your life, invest in your family creating memories you can’t hire someone else to create for you. Instead of trying to do it all on your own, figure out when you’ll retire, if you’ll outlive your income, or hope and pray what you have will be enough when you get there, let someone else with a team who has decades of experience make the financial and legacy planning as painless as possible!HOW IT WORKS: The first step to begin your business and personal financial transformation is to schedule a complimentary 30- minute discovery session to discuss your business and your personal goals and challenges. This is NOT a “Free Consult” but a powerful opportunity to discover what is impacting your business and personal financial growth. I will also make a professional recommendation for the next best steps you should take now to take your finances to the next level while keeping more of your money instead of giving it to others who you don’t want to. READY TO TALK?Contact me to schedule your Discovery Session [email protected] 425-374-9674AREAS OF EXPERTISE:Legacy Planning | Financial Planning | Tax Planning | Succession Planning | Cash Flow Analysis | Strategic Planning | Estate Planning |Pension Plans | Cash Balance Plans | Income, Protection & Growth Planning

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Quincy Bell's Professional Milestones

  • Operations Manager | Human Resource Manager (2006-01-01~2006-10-01): Streamlined HR processes, supporting HR initiatives and fostering a positive work culture.
  • Financial Services Representative (2012-09-01~2014-09-01): Provided comprehensive financial advice and guidance, enhancing client satisfaction and loyalty.
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