Jim Mitchell, CFP
CERTIFIED FINANCIAL PLANNER® professional
Financial Advisor | Branch Manager
Jim Mitchell, CFP, Financial Advisor
- Decades of knowledge and experience helping clients plan their financial futures
- Certified Financial Planner and Financial Advisor
- Serving clients in Florida, Virginia, South Carolina and 18 other states
Retirement Planning
My 7-step retirement planning process includes: setting goals, building a strong foundation, proper investing of retirement assets, social security advice, long-term care planning, estate planning.
Investment Strategies
Let us create an investment portfolio tailored to your goals and needs, whether they be growth, income or tax-free income. We offer a wide range of professionally-managed investment portfolios, mutual funds and ETFs.
Financial Planning
We can create a comprehensive financial
plan and advise you on many other financial issues: risk management, college planning, annuities, insurance, trust services and more.