Business Details
50+ Years
experience
Your Trusted Partner for Financial Planning Solutions
Sells Financial Services has been dedicated to addressing the complex financial needs of entrepreneurs, professionals, and high-net-worth individuals for over six decades. Our approach centers on collaborating closely with clients to analyze their current situations, develop tailored plans aligned with their specific goals, and coordinate a team of expert advisors to implement these strategies. We emphasize continuous monitoring to ensure plans remain on track, adapting to lifes inevitable changes.With expertise in tax, retirement, legacy, tactical, and protection planning, we combine decades of practical experience with a commitment to ongoing education. Our practice is built on trust, cultivated through word-of-mouth referrals and a family-centric ethos that guides every recommendation. Flexibility is integral to our philosophy, ensuring plans evolve alongside clients dynamic circumstances.
Services
Tax Planning
Retirement Planning
Legacy Planning
Tactical Planning
Protection Planning
Details
- Year established: 1958
Highlights and features
- We have over 60 years of experience in financial planning for high-net-worth clients.
- Our team approach ensures comprehensive, coordinated solutions for complex needs.
- Customized plans adapt to evolving personal and economic circumstances.
- Practice built on word-of-mouth trust and family-centric values.
- Specialized expertise in tax, retirement, and legacy planning across decades.
What people say
Tremendous value to my clients
Superior customized solutions
Skilled at making complex planning ideas understandable
Increased value proposition
Cookie cutter product alternative
Services
Tax Planning
We specialize in navigating complex tax laws to minimize liabilities for high-net-worth individuals and businesses. Our strategies address income, capital gains, and estate taxes through proactive, adaptable plans. With six decades of experience, we leverage historical insights and current regulations to create generational tax relief solutions.
Retirement Planning
Our retirement planning focuses on maintaining clients' standard of living through customized strategies grounded in tax code expertise. We design, implement, and manage solutions tailored to individual circumstances, ensuring financial security across economic cycles. This service forms the foundation of comprehensive long-term financial plans.
Legacy Planning
We help clients create lasting legacies by addressing estate tax challenges and aligning plans with personal goals. Our approach considers legal changes and family dynamics to protect wealth across generations. We emphasize practical solutions over theoretical loopholes, ensuring assets transfer according to clients' intentions.
Tactical Planning
This service addresses one-time financial events like business sales or windfalls through customized plans. We analyze unique circumstances and collaborate with clients' advisors to optimize outcomes for situations such as Roth IRA conversions, settlements, or asset liquidations, maximizing efficiency and minimizing tax impact.
Protection Planning
We provide life, disability, and long-term care insurance solutions to safeguard clients' financial security. Our approach ensures dependents remain protected while offering peace of mind through comprehensive risk management strategies. These plans integrate seamlessly with broader financial objectives.
People
Sam Sells
Founder
Sam Sells founded the firm in 1967 after early career experience with major insurance companies. He pioneered defined benefit pension plans for professional corporations and has served on numerous philanthropic boards. With six decades of industry experience, he remains actively involved in client strategy development.
Stan Sells
President
Stan Sells, Sam's son, joined the firm in 1987 after completing business degrees at Cal Poly and the University of Copenhagen. He specializes in advanced financial planning and regularly conducts training sessions for industry peers. With 35+ years of experience, he focuses on continuing education and client strategy implementation.
Tony Khurana
Service Representative
Tony Khurana manages client service needs and office operations. A licensed Life and Health Insurance Agent with business commerce background, he ensures smooth administrative support while maintaining client relationships. His dual focus on business and creative problem-solving enhances service delivery.
Questions
What financial planning services do you specialize in?
We specialize in tax planning, retirement planning, legacy planning, tactical planning for one-time events, and protection planning through insurance solutions.
How does your firm differ from larger financial institutions?
As a boutique firm, we offer personalized, adaptable strategies rather than standardized products, combining six decades of experience with a family-centric approach to client relationships.
What experience do your advisors have?
Our team has over 60 years of combined experience, including pioneering work in pension plans and continuous involvement in evolving tax and financial regulations.
How do you handle changing financial circumstances?
We build flexibility into all plans, recognizing life's inevitable changes through regular monitoring and adjustments to maintain alignment with clients' evolving goals.
