-->
Home | About Us | Broker Check | Client Access | Email Us | 864 365-6007
 

Jim Mitchell, CFP®, Financial Advisor
RETIREMENT PLANNING - WEALTH MANAGEMENT
www.mitchellretirementplanning.com

JIM MITCHELL

CERTIFIED FINANCIAL PLANNER™ professional

Financial Advisor, Branch Manager

Decades of knowlege and experience
helping clients plan their financial futures.


Community Service

Past President of three Rotary clubs
Past Assistant Governor Rotary District 6890
Founder of the Rotary Club of Greer, SC

Secretary and Board Member (2017)
Financial Planning Association of South Carolina

Family and Fun

Husband, father of three, grandfather of five

Guitarist, singer in the contemporary band at church

BAs in Accounting and History
University of South Florida, Tampa

Dog walker, cat wrangler

RETIREMENT PLANNING

INVESTMENTS

What is your investment objective? Income? Growth? Capital preservation? We create investment portfolios based on your goals, risk tolerance and time horizon.

We can also answer questions about annuities, mutual funds and Exchange -Traded Funds.

For clients interested in individual stocks and bonds, we provide guidance and advice.

SOCIAL SECURITY AND MEDICARE

When should you start taking social security?

When should you sign up for Medicare? Is traditioal Medicare right for you or should you consider an Advantage plan?

Should you consider long-term care insurance?

Call with your questions.


Call today for a free, no-obligation retirement or financial planning consultation.

864 365-6007


Greenville, SC office: 3505 Pelham Road, Suite B, Greenville, SC 29615
Tampa, FL office: 14502 N. Dale Mabry Hwy, Suite 200, Tampa, FL 33618
864 365-6007

Raymond Jmes and its advisors do not offer tax or legal advice. You should discuss tax or legal matters with the appropriate professional. Raymond James advisors may only conduct business residents of states and/or jurisdictios for which they prpberly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations witin their applicable jurisdictions that are not addressed on this site. Contact your local Raymond James office for information and availability.

Links are being provided for informational purposes only. Raymond James is not affiliated with and does not endorse, authorize or sponsor any of the listed websites or their respective sponsors. Raymond James is not responsible for the content of any website or the collection or use of information regarding any website's users and/or members.

Investment advisory services offered through Raymond James Financial Services Advisors, Inc.

Certified Financial Planner Board of Standards, Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNERTM, CFP® (with plaque design) and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete the CFP Board's initial and ongoing certification requirements.

Copyright 2023. Securities offered through Raymond James Financial Services, Inc.Member FINRA/SIPC Raymond James Privacy Notice. Raymond James legal disclosure