James Mitchell
CFP, CMFC
Financial Advisors
It begins with a plan
Many of life's great journeys share something in common: they start with a thoughtful plan. Your financial journey is no different.
WealthLink
Organize your financial life with a consolidated view of your accounts, transaction and investments. Work directly with me to set budgets and create a plan to pursue your financial goals.
Individual Retirement Plans
Business Retirement Plans
Financial Planning Services
Investments
Advisory Programs
Insurance
Education Saving
Gifting or Giving Strategies
Perception vs. Reality
There’s an alarming difference between perception and reality for current and future retirees.
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A Primer on Irrevocable Life Insurance Trusts
Irrevocable life insurance trusts can be important tools that may accomplish a number of estate objectives.
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The Facts About Income Tax
Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.
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