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
Types of Stock Market Analysis
Most stock market analysis falls into three broad groups: Fundamental, technical, and sentimental. Here’s a look at each.
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.
A Bucket Plan to Go with Your Bucket List
Longer, healthier living can put greater stress on retirement assets; the bucket approach may be one answer.
For many, retirement includes contributing their time and talents to an organization in need.
Being healthy not only makes you feel good, it may also help you financially.
How to help determine life insurance needs to provide for your family after you pass away.
What can be learned from the savings rate?
Is your estate in order? This short quiz may help you assess your overall strategy.
When selecting a mortgage, one of the most critical choices is between a fixed or variable interest-rate mortgage.
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
Estimate the total cost in today's dollars of various mortgage alternatives.
Estimate your monthly and annual income from various IRA types.
Use this calculator to assess the potential benefits of a home mortgage deduction.
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
Principles that can help create a portfolio designed to pursue investment goals.
A presentation about managing money: using it, saving it, and even getting credit.
There are some smart strategies that may help you pursue your investment objectives
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.
How federal estate taxes work, plus estate management documents and tactics.
Estate conservation is too important to put off. Do you have a smart exit strategy?
Are you ready for retirement? Here are five words you should consider.
Three things to consider before dipping into retirement savings to pay for college.
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.
When do you need a will? The answer is easy: right now.
Why are 401(k) plans, annuities, and IRAs so popular?