Home | Broker Check | Client Access | 864 365-6007

Retirement Planning | Wealth Management
Jim Mitchell, CFP®, Financial Advisor
For over 35 years I have been helping investors prepare for a secure retirement, plan their financial futures, manage investment portfolios, and create strategies for investment income.

As a CERTIFIED FINANCIAL PLANNER™ professional and Financial Advisor with Raymond James, one of the premier investment and wealth management firms in the United States, I can help design, implement and monitor a financial plan to help achieve your goals. Let's start planning your future today.

7 Steps to a Secure Retirement

Step 1: Get Organized. Set Goals.
Step 2: Building a Strong Foundation
Step 3: Investing Your Retirement Funds
Step 4: When to Take Social Security?
Step 5: Long-Term Care Planning
Step 6: Healthcare in Retirement
Step 7: Estate Planning

Call us at 864 365-6007 or email jim.mitchell@raymondjames.com to schedule a retirement or financial planning consultion by phone, Zoom or in person.

Wealth Management Services

Wealth Management
Dividend Income Strategies
Retirement and Financial Planning
Long-Term Care Planning
Tax-Free Income Strategies
Planning for College
Individual Retirement Accounts
Investment Research
Raymond James Best Picks®
Asset Management Services

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 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 2017. Securities offered through Raymond James Financial Services, Inc.Member FINRA/SIPC. Raymond James Privacy Notice.