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
Systematic Withdrawals in Retirement - Clear and Wrong?
Taking regular, periodic withdrawals during retirement can be quite problematic.
The Facts About Income Tax
Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.
Term vs. Permanent Life Insurance
When considering life insurance, it's important to understand your options.
Over time, different investments' performances can shift a portfolio’s intent and risk profile. Rebalancing may be critical.
Here's a look at several birthdays and “half-birthdays” that have implications regarding your retirement income.
A change in your mindset during retirement may drive changes to your portfolio.
What can be learned from the savings rate?
In the event of an unforeseen accident or illness, disability insurance may be a good way to protect your income and savings.
However exciting retiring abroad may sound, it deserves considerable planning.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
Assess how many days you'll work in 2012 to pay federal tax liability.
Estimate the total cost in today's dollars of various mortgage alternatives.
Enter various payment options and determine how long it may take to pay off a credit card.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
Use this calculator to compare the future value of investments with different tax consequences.
There are a number of ways to withdraw money from a qualified retirement plan.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
A presentation about managing money: using it, saving it, and even getting credit.
The chances of needing long-term care, its cost, and strategies for covering that cost.
Using smart management to get more of what you want and free up assets to invest.
Investment tools and strategies that can enable you to pursue your retirement goals.
Why are 401(k) plans, annuities, and IRAs so popular?
Are you ready for retirement? Here are five words you should consider.
Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.
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.
Retirees look for ways to convert savings and investments into regular income. One option to consider is an annuity.
Estate conservation is too important to put off. Do you have a smart exit strategy?