MITCHELL FINANCIAL SERVICES, LLC is a client focused, full service insurance services and retirement income planning company. Our approach to client service is simple; we strive to deliver the support and expertise your unique circumstances require. No two clients have the same concerns or challenges when it comes to risk management or retirement. Our independence allows us to partner with Equis Financial, one of the leading financial services companies, to custom design your insurance needs or retirement strategy. This means serving and doing what’s best for you and nobody else.
There are few people who dream of working until the day they die. Most of us dream of the day we can retire, with the ability to relax and enjoy our golden years. Maybe you have a dream of traveling the world or spending more time with your family. As long as you plan ahead, that dream can be achieved! But as you make your way through life, there are a few common pitfalls that you should avoid. By being aware of these obstacles, you can navigate around them and stay on the path to financial stability and prepare for a comfortable future.
Mortgage protection is a simplified, quick issue insurance that is used to protect your greatest asset—your home. It’s designed to provide a death benefit to pay off all, or a portion of, your mortgage. Optional riders are available in most states, such as disability income. This protection can be customized to fit your needs and budget.
If you’re diagnosed with a critical illness or condition, living benefits can help you avoid the financial burden by providing a lump sum to help cover the associated costs. Our clients have found this useful for getting the treatment they want and filling in the financial gaps left by most medical insurance. Qualifying for critical illness coverage is dependent on factors that include current health, medical history, age, and occupation.
Final expense plans are designed to help alleviate the financial stress associated with the death of a loved one. Due to the variety of our providers and the flexibility of final protection plans, we can structure a plan to fit your budget and find coverage for you no matter what your current health status may be.
Annuities can be used to create a retirement income that lasts as long as you do. These funds accumulate on a tax-deferred basis, which can be a tremendous advantage over time. Fixed Index Annuities provide an opportunity for growth without the risk involved with most investments. This is especially attractive to pre-retirees looking to preserve assets they’ve built over several decades. We have the expertise to help you find the best and most suitable annuity products to fit your needs.
Medicare is a federal health insurance program that gives you access to specific coverage and benefits. There’s a lot to learn if you’re new to Medicare. Determining which Medicare plan is right for you comes down to exploring plan options and determining your unique healthcare coverage needs. We’re here to help you make sense of it all.
