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Jennifer G. Mitchell, CFP®

Mitchell Investment Advisors, LLC

112 Beech Street
P.O. Box 580
Cadillac, MI 49601
Phone: (231) 775-8700
Fax: (231) 775-8701

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Household Income Minimum: $50,000
Investable Asset Minimum: $100,000

Specialties
  • Comprehensive Financial Planning
  • 401(k)/403(b)/IRAs
  • Annuities
  • Charitable & Planned Giving
  • Asset Allocation
  • Investment Management
  • Mutual Funds
  • Insurance
  • Life Planning
  • Retirement
  • Stocks & Bonds
  • Succession Planning
  • Tangible Assets
  • Long-term Care
  • Sudden Wealth
  • Women's Finances

 

How Planner Charges

I will provide a free initial consultation to prospective clients so we may determine if their needs and my practice are well-matched.