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 Women and Retirement Should You Tap Retirement Savings to Fund College? Where Is the Market Headed?

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

The Great Debate Continues: Active vs. Passive

The Great Debate Continues: Active vs. Passive

In investments, one great debate asks the question, “Active or Passive Investing: Which is Better?”

The Facts About Income Tax

The Facts About Income Tax

Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.

What to Look for in a Long-Term-Care Policy

What to Look for in a Long-Term-Care Policy

Here’s a list of 10 questions to ask that may help you better understand the costs and benefits of long-term-care insurance.

 

Understanding the Alternate Valuation Date

Executors can value the estate on the date of death, or on its six-month anniversary —the “Alternate Valuation Date."

What Is a Roth 401(k)?

Roth 401(k) plans combine features of traditional 401(k) plans with those of a Roth IRA.

A Brief History of Estate Taxes

Federal estate taxes have long since been a lucrative source of funding for the federal government.

What to Look for in a Long-Term-Care Policy

Here’s a list of 10 questions to ask that may help you better understand the costs and benefits of long-term-care insurance.

The New Red Scare: Chinese Ownership of U.S. Debt

Would it surprise you to hear that China owns just 8% of the total outstanding debt of the U.S. Government?

Assess Life Insurance Needs

How to help determine life insurance needs to provide for your family after you pass away.

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What Is My Risk Tolerance?

This questionnaire will help determine your tolerance for investment risk.

Assess Your Life Insurance Needs

This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.

Contributing to an IRA?

Determine if you are eligible to contribute to a traditional or Roth IRA.

Annuity Comparison

This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.

Home Mortgage Deduction

Use this calculator to assess the potential benefits of a home mortgage deduction.

Interested in a Fuel Efficient Car?

Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.

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5 Smart Investing Strategies

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

Your Cash Flow Statement

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

Principles of Preserving Wealth

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

Tax Management Strategies

Learn more about taxes, tax-favored investing, and tax strategies.

Protecting Those Who Matter Most

The importance of life insurance, how it works, and how much coverage you need.

5 Smart Investing Principles

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

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What Can a Million Dollars Buy You?

$1 million in a diversified portfolio could help finance part of your retirement.

Suddenly Single: Three Steps to Take Now

Here are 3 steps to take right now that may make a difference if you find yourself suddenly single.

The Other Sure Thing

Though we don’t like to think about it, all of us will make an exit sometime, and those we love may suffer if we are not prepared.

Exit Strategies of the Rich and Famous

Estate conservation is too important to put off. Do you have a smart exit strategy?

Rightsizing for Retirement

What does your home really cost?

Social Security: By the Numbers

Here are five facts about Social Security that might surprise you.

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