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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
Investments
Retirement and Financial Planning
Long-Term Care Planning
Tax-Free Income Strategies
Planning for College
Individual Retirement Accounts
Annuities
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

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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.

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