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
Live your golden years in financial comfort
As health care progresses, people are living longer, which means your retirement could last 30 years or more. Are you financially prepared? Regardless of your age or retirement goals, the best time to start saving is now. Call me to discuss the steps you can take to establish your nest egg.
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Will Power
Preparing for the eventual distribution of your assets may not sound enticing. But a will puts the power in your hands.
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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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