www.tsmitchell.com

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

Email, Call, Like us on Facebook, Link us on LinkedIn or View us on YouTube

We welcome the opportunity to serve in

“Building Your Future. Securing Your Legacy.”

Tyrone S. Mitchell, President

Helpful Content

5 Benefits of Working in Retirement

5 Benefits of Working in Retirement

Here are 5 reason why you may consider working through retirement.

A Bucket Plan to Go with Your Bucket List

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.

Making Sense Of A Home Warranty

Making Sense Of A Home Warranty

Understanding the value of a home warranty.

Personal Finance Tips for Military Families

Military families face unique challenges, making personal finance even more critical.

Asset Allocation

Consider how your assets are allocated and if that allocation is consistent with your time frame and risk tolerance.

Protection Against Uninsured Drivers

You’re hit by an uninsured driver. Now what? Are you protected against financial losses?

The Anatomy of an Index

The S&P 500 represents a large portion of the value of the U.S. equity market, it may be worth understanding.

Earnings for All Seasons

Earnings season can move markets. What is it and why is it important?

Three Key Questions to Answer Before Taking Social Security

When to start? Should I continue to work? How can I maximize my benefit?

View all articles

Social Security Taxes

Estimate how much of your Social Security benefit may be considered taxable.

My Retirement Savings

Estimate how long your retirement savings may last using various monthly cash flow rates.

Lifetime of Earnings

Estimate how much you have the potential to earn during your working years.

Saving for Retirement

This calculator can help you estimate how much you may need to save for retirement.

Self-Employed Retirement Plans

Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.

What's My Potential Estate Tax?

This calculator helps estimate your federal estate tax liability.

View all calculators

Tax Management Strategies

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

5 Smart Investing Principles

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

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.

An Inside Look at Retirement Living

A number of questions and concerns need to be addressed to help you better prepare for retirement living.

Investment Strategies for Retirement

Investment tools and strategies that can enable you to pursue your retirement goals.

View all presentations

A New Way to Look at Your Bucket List

That big list of dreams and goals isn't the only way to look at your bucket list.

Keeping Up with the Joneses

Lifestyle inflation can be the enemy of wealth building. What could happen if you invested instead of buying more stuff?

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?”

Women and Retirement

Women must be ready to spend, on average, more years in retirement than men.

Are Alternative Investments Right for You?

With alternative investments, it’s critical to sort through the complexity.

View all videos

Articles

Personal Finance Tips for Military Families

Military families face unique challenges, making personal finance even more critical.

Asset Allocation

Consider how your assets are allocated and if that allocation is consistent with your time frame and risk tolerance.

Protection Against Uninsured Drivers

You’re hit by an uninsured driver. Now what? Are you protected against financial losses?

The Anatomy of an Index

The S&P 500 represents a large portion of the value of the U.S. equity market, it may be worth understanding.

Earnings for All Seasons

Earnings season can move markets. What is it and why is it important?

Three Key Questions to Answer Before Taking Social Security

When to start? Should I continue to work? How can I maximize my benefit?

View all articles

Calculators

Social Security Taxes

Estimate how much of your Social Security benefit may be considered taxable.

My Retirement Savings

Estimate how long your retirement savings may last using various monthly cash flow rates.

Lifetime of Earnings

Estimate how much you have the potential to earn during your working years.

Saving for Retirement

This calculator can help you estimate how much you may need to save for retirement.

Self-Employed Retirement Plans

Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.

What's My Potential Estate Tax?

This calculator helps estimate your federal estate tax liability.

View all calculators

Presentations

Tax Management Strategies

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

5 Smart Investing Principles

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

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.

An Inside Look at Retirement Living

A number of questions and concerns need to be addressed to help you better prepare for retirement living.

Investment Strategies for Retirement

Investment tools and strategies that can enable you to pursue your retirement goals.

View all presentations

Videos

A New Way to Look at Your Bucket List

That big list of dreams and goals isn't the only way to look at your bucket list.

Keeping Up with the Joneses

Lifestyle inflation can be the enemy of wealth building. What could happen if you invested instead of buying more stuff?

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?”

Women and Retirement

Women must be ready to spend, on average, more years in retirement than men.

Are Alternative Investments Right for You?

With alternative investments, it’s critical to sort through the complexity.

View all videos

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Contact

Office: 803.348.4483

Fax: 803.828.9248

[email protected]

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