Personal Financial Planning

Creating Financial Freedom!

Building and preserving your personal wealth requires specialized attention. You get one-on-one guidance and a comprehensive financial plan that helps manage risk, improve performance, and ensure the growth and longevity of your wealth.

We help you...

  • Save enough for a comfortable retirement by working with your investment adviser to identify your retirement needs, analyzing your assets and sources of retirement income, reviewing estimated shortfalls, and identifying the best ways to save for retirement given your financial situation and risk tolerance.  We do not offer investment advice but we will glad to meet with you and your investment adviser so that you fully understand the tax aspects of your retirement planning. 

  • Pay for your child's college education by accurately estimating the amount of money you'll need, analyzing your assets, reviewing estimated shortfalls and considering general alternatives and strategies to help address these potential shortfalls, and developing an optimal savings plan given your financial situation and risk tolerance.

  • Protect your family in case of you become disabled by ensuring you have enough money in your emergency fund and analyzing your life, disability, health, home, and auto insurance coverage. We can also recommend a tax attorney that will help review and update your will and various powers of attorney designed to take care of your affairs in the event you are incapacitated and can't manage them yourself.  We often participate in round table discussions with our clients and their attorneys.

  • Achieve your investment goals by proactively meeting with a licensed stock broker, Certified Financial Planner ("CFP"), real estate broker, etc.  We enjoy having round table discussions with you and your investment advisers regarding the tax consequences of your investment strategies and how to plan favorable outcomes. 

  • Leave a legacy for your heirs by working together with a tax attorney to maximize the value of your estate by saving tax dollars, professional fees, and court costs. As well as minimizing the costs of probate, creditors, lawyers, and estate taxes, which can negatively impact the value of your estate. We also help you stay in control of your affairs by providing a road map for passing your estate on to your heirs.

Days until May 17

Latest News

© Michael D Mitchell, CPA 2021, 3077 N Main Street, Suite 101, Hope Mills, NC 28348
T: (910) 429-1040 F: (910) 429-1020 E: mike@mdmitchellcpa.com

Connect: Facebook LinkedIn
Links: Search Site Map Privacy Policy Disclaimer

Get In Touch

Client Portal Login

Subscribe to our Newsletter