Investment Management
- Customized Portfolio Construction and Management
- Traditional & Alternative Investments (Hedge Funds, Venture Capital, Private Equity, Private Credit, Real Estate & Structured Notes)
- Active (Separately Managed Accounts and Mutual Funds) and Passive (ETF) Investment Strategies
- Tax-efficient Investments and Ongoing Tax Loss Harvesting
- Options Hedging and Strategic Liquidation Strategies for Concentrated Stock Positions
- 1031 Exchange and Opportunity Zone Funds
- Impact Investing (SRI / ESG) Investment Strategies
- Institutional Strategies at Negotiated Lower Minimums and Fees (where applicable)
Financial & Tax Planning
- Cash Flow, Investments and Net Worth Analysis and Projections
- Proactive Tax Planning & Monitoring
- Education Plan Recommendations / 529 Plans
- Traditional to Roth IRA Conversion Analysis and Strategies
- Financial Organization (Secure Portal to Monitor Accounts, Net Worth, and Store Documents)
- Coordination with CPAs
Mitchell Financial Management does not provide legal, tax, or accounting advice. You should consult your legal and/or tax advisors before making any financial decisions.
Estate & Legacy Planning
- Trust & Estate Planning
- Family Gifting Strategies
- Charitable Gifting Strategies & Analysis
- Business Succession Planning
- Coordination with Estate Planning Attorneys
Mitchell Financial Management does not provide legal, tax, or accounting advice. You should consult your legal and/or tax advisors before making any financial decisions.
Retirement Planning
- Retirement Income Planning & Strategies for Tax Efficient Withdrawals
- 401k/403b Analysis & Ongoing Recommendations
- IRA Required Minimum Distribution (RMD) Calculations and Planning
- Social Security, Medicare, and Healthcare Strategies
Private Banking
- Securities Based Lines of Credit
- Mortgages
Insurance & Risk Management
Our strategic alliance allows us to provide access to over 25 A rated insurance carriers to provide our clients with optimal coverage at competitive premium rates.
Personal:
- Life Insurance
- Annuities
- Property and Casualty Insurance
- Long Term Care Insurance
- Medicare / Health Insurance
- Disability Insurance
- Umbrella Insurance
Business:
- General Liability Insurance
- Commercial Property Insurance
- Business Income Insurance
- Professional Liability Insurance
- Worker’s Compensation Insurance
- Cyber Insurance
- Commercial Umbrella Insurance
- Commercial Auto Insurance