TS Mitchell Financial, LLC

Independent and Trusted Wealth Management Since 1984

Celebrating 30 years of your Trust In Us.

INSURE. INVEST. ENVISION.

Sit, Stay, Rollover: A Guide to IRA Rollovers Ready for Retirement? The Junk Drawer Approach to Investing

Building Your Future. Securing Your Legacy.™

TS. Mitchell Financial, LLC. is a Registered Investment Adviser firm providing 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 No Load 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 Real Cost of a Vacation Home

The Real Cost of a Vacation Home

What if instead of buying that home, you invested that money?

Making Sense of U.S. Household Net Worth

Making Sense of U.S. Household Net Worth

A look inside the U.S. government's statistics on household net worth.

Ready for Retirement?

Ready for Retirement?

Are you ready for retirement? Here are five words you should consider.

 

A Living Trust Primer

Living trusts are popular, but their appropriateness will depend upon your individual needs and objectives.

What Is an Annuity?

Annuities are versatile tools that can help you save for retirement and generate income in retirement.

Retirement Income and the Traditional Portfolio

Experiencing negative returns early in retirement can potentially undermine the sustainability of your assets.

What is the Value of Your Business?

Ascertaining the value of your business is important for a variety of reasons.

How to Make the Tax Code Work for You

When you take the time to learn more about how it works, you may be able to put the tax code to work for you.

Global vs. International: What’s The Difference?

International funds invest in non-U.S. markets, while global funds may invest in U.S. stocks alongside non-U.S. stocks.

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Comparing Investments

This calculator compares the net gain of a taxable investment versus a tax-favored one.

Saving for College

This calculator can help you estimate how much you should be saving for college.

Paying Off a Credit Card

Enter various payment options and determine how long it may take to pay off a credit card.

What's My Potential Estate Tax?

This calculator helps estimate your federal estate tax liability.

Roth 401(k) vs. Traditional 401(k)

This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).

What Is My Current Net Worth?

Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.

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Protecting Those Who Matter Most

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

Your Cash Flow Statement

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

Long-Term-Care Protection Strategies

The chances of needing long-term care, its cost, and strategies for covering that cost.

Tax Management Strategies

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

Principles of Preserving Wealth

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

Retirement Plan Distributions

There are a number of ways to withdraw money from a qualified retirement plan.

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A Bucket Plan to Go with Your Bucket List

A bucket plan can help you be better prepared for a comfortable retirement.

Should I Invest in Gold?

Learning more about gold and its history may help you decide whether it has a place in your portfolio.

What Can a Million Dollars Buy You?

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

Charitable Giving: Smart from the Heart

Do you have causes that you want to support with donations? Here are three tips.

Choosing a Mortgage

Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.

Where Is the Market Headed?

We all know the stock market can be unpredictable. We all want to know, “What’s next for the financial markets?”

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