TS Mitchell Financial, LLC

Independent and Trusted Wealth Management Since 1984

Celebrating 30 years of your Trust In Us.

INSURE. INVEST. ENVISION.

The Animated Advisor Ready for Retirement? Raise Your Retirement Income The Facts About Income Tax

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

 

Helpful Content

Variable Universal Life Insurance

Variable Universal Life Insurance

Variable Universal Life is permanent insurance in which the policyholder directs how premiums are invested.

What Do Your Taxes Pay For?

What Do Your Taxes Pay For?

Here's a breakdown of how the federal government spends your tax money.

Perception vs. Reality

Perception vs. Reality

There’s an alarming difference between perception and reality for current and future retirees.

 

What If You Get Audited?

The chances of an IRS audit aren’t that high. And being audited does not necessarily imply that the IRS suspects wrongdoing.

Understanding the Basics of Medigap Policies

Important as it is, Medicare does not cover the full range of health-care expenses you may experience in your golden years.

Estimating the Cost of College

This worksheet can help you estimate the costs of a four-year college program.

Understanding Long-Term Care

Understanding the types of long-term-care services—and what those services could cost—may be critical.

Trends in Charitable Giving

Some people may want a more advanced gifting strategy that can maximize their gift and generate potential tax benefits.

9 Facts About Social Security

There are things about Social Security that might surprise you.

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What Is My Current Net Worth?

Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.

Should I Pay Off Debt or Invest?

This calculator will help determine whether you should invest funds or pay down debt.

What's My Potential Estate Tax?

This calculator helps estimate your federal estate tax liability.

Impact of Taxes and Inflation

Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.

Saving for College

This calculator can help you estimate how much you should be saving for college.

Estimate Your RMD

Help determine the required minimum distribution from an IRA or other qualified retirement plan.

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Principles of Preserving Wealth

How federal estate taxes work, plus estate management documents and tactics.

5 Smart Investing Principles

Principles that can help create a portfolio designed to pursue investment goals.

5 Smart Investing Strategies

There are some smart strategies that may help you pursue your investment objectives

Retirement Plan Distributions

There are a number of ways to withdraw money from a qualified retirement plan.

Your Cash Flow Statement

A presentation about managing money: using it, saving it, and even getting credit.

Managing Your Lifestyle

Using smart management to get more of what you want and free up assets to invest.

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The Power of Tax-Deferred Growth

Why are 401(k) plans, annuities, and IRAs so popular?

Your DNA Test

If you have a family that relies on your income, it’s critical to know what their needs would be in the event of your death.

Raise Your Retirement Income

Retirees look for ways to convert savings and investments into regular income. One option to consider is an annuity.

Perception vs. Reality

There’s an alarming difference between perception and reality for current and future retirees.

The Cost of Procrastination

Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.

Women and Retirement

Women are great at multi-tasking. But many drop the ball when preparing for retirement.

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