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
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.
Is Term Life Insurance for You?
Term insurance is the simplest form of life insurance. Here's how it works.
A Primer on Dividends
A company's profits can be reinvested or they can be paid out to the company’s shareholders as “dividends."
Preparing for college means setting goals, staying focused, and tackling a few key milestones along the way.
Thanks to the work of three economists, we have a better understanding of what determines an asset’s price.
Sound estate management includes creating financial and healthcare documents. Here's an inside look.
Whole life insurance remains in force as long as you remain current with premiums. Here's how it works.
Business owners may be able to protect themselves from the financial consequences of losing a key employee.
This worksheet can help you estimate the costs of a four-year college program.
Estimate the total cost in today's dollars of various mortgage alternatives.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
This questionnaire will help determine your tolerance for investment risk.
Estimate the potential capital gains taxes due on your transactions.
This calculator shows how inflation over the years has impacted purchasing power.
Enter various payment options and determine how long it may take to pay off a credit card.
Principles that can help create a portfolio designed to pursue investment goals.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Learn more about taxes, tax-favored investing, and tax strategies.
Using smart management to get more of what you want and free up assets to invest.
There are some smart strategies that may help you pursue your investment objectives
A presentation about managing money: using it, saving it, and even getting credit.
Are you ready for retirement? Here are five words you should consider.
We all know the stock market can be unpredictable. We all want to know, “What’s next for the financial markets?”
Understanding the cycle of investing may help you avoid easy pitfalls.
Have you explored all of your choices when it comes to managing your taxable income?
Smart investors take the time to separate emotion from fact.
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.