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
Do You Owe The AMT?
If you want to avoid potential surprises at tax time, it may make sense to know where you stand when it comes to the AMT.
Insuring Your Business With a Buy/Sell Agreement
Buy/sell agreements may help a business be better prepared in the event of the death of a principal or key employee.
Caring for Aging Parents
As our nation ages, many Americans are turning their attention to caring for aging parents.
Living trusts are popular, but their appropriateness will depend upon your individual needs and objectives.
What can be learned from the savings rate?
Experiencing negative returns early in retirement can potentially undermine the sustainability of your assets.
How to help determine life insurance needs to provide for your family after you pass away.
Bonds may outperform stocks one year only to have stocks rebound the next.
Probate can be a completely public process, or it can be managed to include as little information as possible.
This calculator can help you estimate how much you should be saving for college.
Estimate how much you have the potential to earn during your working years.
This calculator demonstrates the power of compound interest.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
Use this calculator to estimates your income tax liability along with average and marginal tax rates.
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
How federal estate taxes work, plus estate management documents and tactics.
There are some key concepts to understand when investing for retirement
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.
There are a number of ways to withdraw money from a qualified retirement plan.
Principles that can help create a portfolio designed to pursue investment goals.
Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.
In good times and bad, consistently saving a percentage of your income is a sound financial practice.
A bucket plan can help you be better prepared for a comfortable retirement.
Have you explored all of your choices when it comes to managing your taxable income?
$1 million in a diversified portfolio could help finance part of your retirement.
Bitcoin’s future is uncertain, but one thing is for sure: it’s the wild west out there, and there is no sheriff in town.