Belvin, Cleveland, and Associates-Northwestern Mutual

Belvin, Cleveland, and Associates-Northwestern Mutual With your input, our team will take this information to develop a personal financial plan to refine your vision.

Belvin, Cleveland, & Associates’ approach revolves around your unique set of goals while working together to create a comprehensive plan that is approachable and understood in all stages. At your initial consultation, we will learn your story and seek to understand your goals and dreams for the future while analyzing your current financial situation to get a clear sense of your needs. We will utilize our expertise, to create a comprehensive plan, and tackle your financial puzzle with various risk management and investment tools. We will review the entire plan together to ensure that you understand every aspect before implementing. Your input and agreement are critical in this step of our approach before any action is taken. Together, we continuously work to make sure that you are progressing towards your goals while helping you navigate through life’s events. We will visit regularly to review your plan and accommodate your evolving objectives. We serve our clients nationally, but do most of our work in the Dallas and Richardson area.

Election season can bring plenty of noise, headlines, and uncertainty, and the markets may experience some fluctuation a...
09/08/2026

Election season can bring plenty of noise, headlines, and uncertainty, and the markets may experience some fluctuation around the midterms.

While political outcomes can influence short-term sentiment, history has shown that long-term market performance has been driven more by economic fundamentals, including corporate earnings, economic growth, interest rates, and inflation, than by any single election.

If the headlines have you questioning your investment strategy or feeling uncertain about what comes next, reach out to the BCA team. We’re here to help keep the conversation focused on your goals, your plan, and the bigger picture.

Today we're celebrating Ciera Henninger and her first anniversary with the BCA team.Over the past year, Ciera has become...
09/02/2026

Today we're celebrating Ciera Henninger and her first anniversary with the BCA team.

Over the past year, Ciera has become someone our team and clients can count on. She approaches every interaction with kindness, professionalism, and a genuine desire to help, and we're thankful for the positivity and care she brings to our office each day.

Ciera, congratulations on your first year with Belvin, Cleveland, & Associates! We're so glad you're part of the team and can't wait to see what the years ahead have in store.

08/31/2026

As summer comes to a close, we're looking back on a season filled with family vacations, time on the lake, travel, celebrations, and making the most of the moments outside the office.

One of the things that makes BCA special is getting to celebrate life together, both professionally and personally. It's always fun to see how our team spends their time away, creating memories with the people who matter most.

Here's a look back at some of the highlights from our team's summer. We hope yours was filled with plenty of great memories, too!

Retirement isn't simply about stepping away from work. It's about creating the freedom to spend your time doing what mat...
08/28/2026

Retirement isn't simply about stepping away from work. It's about creating the freedom to spend your time doing what matters most.

Whether that means traveling, pursuing lifelong passions, volunteering, spending more time with family, or simply enjoying a slower pace, a fulfilling retirement starts with a vision for the life you want to live.

A financial plan isn't just about preparing to retire. It's about helping you build a future you're genuinely excited to wake up to.

We're continuing our Team Member Spotlight series with Roxy Cortinas, one of our Associate Financial Representatives!Swi...
08/26/2026

We're continuing our Team Member Spotlight series with Roxy Cortinas, one of our Associate Financial Representatives!

Swipe through to get to know Roxy beyond her role, from what she enjoys outside the office to a few fun facts you may not know.

We're so glad to have you on the team, Roxy!

Today we're cheering on some very special members of the extended BCA family as they head back to school!It's exciting t...
08/21/2026

Today we're cheering on some very special members of the extended BCA family as they head back to school!

It's exciting to watch these kids grow from one school year to the next, and we know their parents couldn't be prouder. We hope this year brings new opportunities, lots of learning, and plenty of fun along the way.

Good luck to all the students heading back to the classroom. We're wishing you a great year ahead!

08/19/2026

There’s always a story behind the way someone approaches their work.

In our The Why Behind the Work series, Patrick Matthews shares a defining experience that helped shape his career, what continues to make this work meaningful to him, and the impact he hopes to have on the people and families he serves.

Hear from Patrick in his own words and get to know more about the perspective he brings to BCA each day.

Happy Birthday to Justin Cleveland!Justin's dedication to the families he serves and the team at Belvin, Cleveland, & As...
08/14/2026

Happy Birthday to Justin Cleveland!

Justin's dedication to the families he serves and the team at Belvin, Cleveland, & Associates is something we're fortunate to experience every day. While he's passionate about helping others build a strong financial future, some of his favorite moments happen away from the office.

Whether he's watching a baseball game, cheering on Crockett from the stands, watching Felicity and Caroline shine in theater and cheer, or spending a warm summer evening on the lake with his family watching the sunset, Justin knows the importance of making time for the people and moments that matter most.
Justin, we hope your birthday is filled with time spent doing exactly that. Wishing you a wonderful year ahead from all of us at BCA!

Financial confidence is rarely built through one big decision. More often, it's the result of small, consistent habits p...
08/12/2026

Financial confidence is rarely built through one big decision. More often, it's the result of small, consistent habits practiced over time.

Setting aside time each week to review your finances, revisit your goals, and stay organized can help you make more informed decisions and feel more in control of your financial future. Even a simple routine can create meaningful progress over time.

Building lasting financial confidence starts with being intentional today. If you're looking to create a plan that keeps you focused on your long-term goals, Belvin, Cleveland, & Associates is here to help.

Address

Two Lincoln Centre, 5420 LBJ Frwy Suite 1300
Dallas, TX
75240

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm

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