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
Business Planning
Continuity planning is key to your business’s future. Call me to discuss a plan for passing the torch.
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Safeguard Your Digital Estate
If you died, what would happen to your email archives, social profiles and online accounts?
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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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