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

You Would Rather Be...

You Would Rather Be...

Are you a thrill seeker, or content to relax in the backyard? Use this flowchart to find out more about your risk tolerance.

What If You Get Audited?

What If You Get Audited?

The chances of an IRS audit aren't that high. And being audited does not necessarily imply that the IRS suspects wrongdoing.

How Does Your Credit Score Compare?

How Does Your Credit Score Compare?

Have you ever wondered how your credit score compares to the rest of the country? Take a look and see.

Budgeting After a Divorce

Divorce is the second most stressful time in a person's life. Here's some tips to get through it.

Investment Challenges of the Affluent Investor

Affluent investors face unique challenges when putting together an investment strategy. Make sure you keep these in mind.

Buying vs. Leasing a Car

Whatever your relationship with your car, it may eventually come time for a new one. Familiarize yourself with your options.

How to Appeal Your Property Taxes

For homeowners who think their property taxes are too high, there are ways to appeal.

Trends in Charitable Giving

Some people may want a more advanced gifting strategy that can maximize their gift and generate potential tax benefits.

Protecting Your Business from the Loss of a Key Person

Business owners may be able to protect themselves from the financial consequences of losing a key employee.

View all articles

What Is My Risk Tolerance?

This questionnaire will help determine your tolerance for investment risk.

Inflation & Retirement

Estimate how much income may be needed at retirement to maintain your standard of living.

Bi-Weekly Payments

This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.

My Retirement Savings

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

Contributing to an IRA?

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

Estimate Your RMD

Help determine the required minimum distribution from an IRA or other qualified retirement plan.

View all calculators

Managing Your Lifestyle

Using smart management to get more of what you want and free up assets to invest.

An Inside Look at Retirement Living

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

Keys to Investing for Retirement

There are some key concepts to understand when investing for retirement

5 Smart Investing Principles

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

Tax Management Strategies

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

Investment Strategies for Retirement

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

View all presentations

From Boats to Brokers

From the Dutch East India Company to Wall Street, the stock market has a long and storied history.

It May Be Time for a Financial Checkup

It’s never a bad time to speak with your financial advisor about changes in your situation.

Retirement Redefined

Around the country, attitudes about retirement are shifting.

Surprises

Making the most of surprises is a great reason to work with us.

Are Alternative Investments Right for You?

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

Estate Management 101

A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate

View all videos

Articles

Budgeting After a Divorce

Divorce is the second most stressful time in a person's life. Here's some tips to get through it.

Investment Challenges of the Affluent Investor

Affluent investors face unique challenges when putting together an investment strategy. Make sure you keep these in mind.

Buying vs. Leasing a Car

Whatever your relationship with your car, it may eventually come time for a new one. Familiarize yourself with your options.

How to Appeal Your Property Taxes

For homeowners who think their property taxes are too high, there are ways to appeal.

Trends in Charitable Giving

Some people may want a more advanced gifting strategy that can maximize their gift and generate potential tax benefits.

Protecting Your Business from the Loss of a Key Person

Business owners may be able to protect themselves from the financial consequences of losing a key employee.

View all articles

Calculators

What Is My Risk Tolerance?

This questionnaire will help determine your tolerance for investment risk.

Inflation & Retirement

Estimate how much income may be needed at retirement to maintain your standard of living.

Bi-Weekly Payments

This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.

My Retirement Savings

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

Contributing to an IRA?

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

Estimate Your RMD

Help determine the required minimum distribution from an IRA or other qualified retirement plan.

View all calculators

Presentations

Managing Your Lifestyle

Using smart management to get more of what you want and free up assets to invest.

An Inside Look at Retirement Living

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

Keys to Investing for Retirement

There are some key concepts to understand when investing for retirement

5 Smart Investing Principles

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

Tax Management Strategies

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

Investment Strategies for Retirement

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

View all presentations

Videos

From Boats to Brokers

From the Dutch East India Company to Wall Street, the stock market has a long and storied history.

It May Be Time for a Financial Checkup

It’s never a bad time to speak with your financial advisor about changes in your situation.

Retirement Redefined

Around the country, attitudes about retirement are shifting.

Surprises

Making the most of surprises is a great reason to work with us.

Are Alternative Investments Right for You?

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

Estate Management 101

A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate

View all videos

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Contact

Office: 803.348.4483

Fax: 803.828.9248

[email protected]

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