Building Your Future. Securing Your Legacy.™
TS. Mitchell Financial, LLC. provides independent and trusted strategies for wealth management and financial planning. We measure the success of our client tailored approach by the confidence you have in your financial future.
As a client you have access to thirty years of knowledge and experience with
- Insurance Strategies — Life, Health, Disability & Long-Term Care
- Investment Strategies — Fee-Based Asset Management and Mutual Funds
- Retirement Strategies — SEPs, 401(k) Plans, IRAs and Rollovers
- Educational Strategies — 529 Plans, Coverdell Education IRAs
- Tax Strategies — Review, Planning and Electronic Filing
As a client you receive periodic reviews and assessments to ensure that you are on track to
- Accumulation & Wealth Management builds your nest egg
- Lifestyle Preservation protects you & your family
- Guaranteed Retirement Income delivers your paycheck for life
- Estate & Legacy Strategies minimizes taxes and cost and maximizes distributions
Become a Client and experience holistic planning with Trust, Integrity and Service
We welcome the opportunity to serve in
“Building Your Future. Securing Your Legacy.”
Tyrone S. Mitchell, President
Tax Freedom Day
Assess how many days you'll work in 2012 to pay federal tax liability.
Global vs. International: What’s The Difference?
International funds invest in non-U.S. markets, while global funds may invest in U.S. stocks alongside non-U.S. stocks.
The Other Sure Thing
Though we don’t like to think about it, all of us will make an exit sometime, and those we love may suffer if we are not prepared.
Executors can value the estate on the date of death, or on its six-month anniversary —the “Alternate Valuation Date."
Here’s a list of 10 questions to ask that may help you better understand the costs and benefits of long-term-care insurance.
What can be learned from the savings rate?
Important as it is, Medicare does not cover the full range of health-care expenses you may experience in your golden years.
Variable Universal Life is permanent insurance in which the policyholder directs how premiums are invested.
Umbrella liability can be a fairly inexpensive way to help shelter current assets and future income from the unexpected.
Enter various payment options and determine how long it may take to pay off a credit card.
Estimate how much you have the potential to earn during your working years.
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
This calculator can help determine whether it makes sense to refinance your mortgage.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
Use this calculator to better see the potential impact of compound interest on an asset.
A presentation about managing money: using it, saving it, and even getting credit.
The importance of life insurance, how it works, and how much coverage you need.
The chances of needing long-term care, its cost, and strategies for covering that cost.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Investment tools and strategies that can enable you to pursue your retirement goals.
Principles that can help create a portfolio designed to pursue investment goals.
Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.
We all know the stock market can be unpredictable. We all want to know, “What’s next for the financial markets?”
Learn how to harness the power of compound interest for your investments.
Smart investors take the time to separate emotion from fact.
Recent changes in estate tax laws could affect the strategy you have in place.
Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.