4400 Shoreline Dr, Suite B, Spring Park, Minnesota, 55384
750 Boone Ave N, Suite 101, Golden Valley, Minnesota, 55427
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.
Areas of Practice
Life Transitions Special Needs Planning Divorce Issues Investment Planning Small Business Planning Proper property division Cash flow modeling and goal establishment Tax projections Risk management analysis Retirement planning and projections Social Security optimization Estate Planning
Undergraduate Education: Jamestown College, B.A. – Economics and Personal Financial Services, 2000
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