Added Value by a Trusted Advisor
Mitchell Financial provides tailored financial planning advice to individuals and corporations, fostering long-term relationships through a commitment to value-driven planning and reliable service. Our team of experienced professionals combines over 40 years of industry knowledge with fresh perspectives to create customized plans that address your unique financial needs.
Our Journey
Founded by Timothy C. Mitchell in 1971, Mitchell Financial has evolved over the years, adapting to the changing landscape of financial planning. We take pride in our ability to provide personalized attention, understanding, and practical guidance to our clients.
Individual Financial Planning
- Comprehensive analysis of current coverage, budget, and financial goals
- Tailored plans to manage risk, protect assets, and plan for the future
- Retirement planning, estate planning, and insurance reviews
Life Insurance
- Customized life insurance solutions tailored to your needs and budget
- Education on the importance of life insurance and tax optimization strategies
- Assistance in selecting the right policy and ensuring proper coverage
Disability Insurance
- Personalized plans to protect your income in the event of disability
- Explanation of various disability insurance options
- Guidance on selecting the appropriate coverage amount and benefit period
Our Team
Led by Timothy C. Mitchell, a seasoned financial planner with over 40 years of experience, our team includes his daughter, Julie Mitchell-McEwen, who brings a fresh perspective and expertise in financial planning. Together, they combine extensive knowledge with a genuine desire to understand and address your unique financial goals and concerns.
Our Commitment
At Mitchell Financial, our focus is on building lasting relationships based on trust and open communication. We are committed to:
- Providing personalized and tailored plans
- Offering competitive products and services
- Delivering exceptional customer service
- Maintaining transparency and accountability
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