We are a fee-only wealth management firm that helps navigate clients through the financial waters. We specialize in small businesses, individuals, couples, and families in transition with a specialty in divorce and special needs planning. We assist our clients in determining what their financial goals and objectives are by creating buckets of assets to help achieve goals and objectives, establishing safeguards and documentation for protection of their loved ones, regularly examining asset allocation to help maximize the growth of their assets, and securing the appropriate distributions for their retirement income. We take the time necessary and listen to our clients’ concerns. We establish and review a plan to pursue individualized goals, and continuously monitor and adjust to help ensure ongoing progress and growth.
Mitchell works closely with clients to address their financial concerns and help them achieve their financial goals, and he regularly reviews investment selections for their continued suitability. He also collaborates with tax advisors, attorneys, estate planners, and other financial professionals to help ensure that all of his clients’ financial needs are met.
Special Needs Planning
Small Business Planning
Proper property division
Cash flow modeling and goal establishment
Risk management analysis
Retirement planning and projections
Social Security optimization
CERTIFIED DIVORCE FINANCIAL ANALYST® professional (CDFA®), 2018
CERTIFIED FINANCIAL PLANNER™ professional (CFP®), 2006
MN Insurance License #20242729
Minnesota Collaborative Law Institute, member
Society of Financial Professionals, member
Twin Cities Estate Planning Council, member
Autism Society of Minnesota, member