Broker Check

James Mitchell

CFP, CMFC

Financial Advisors

(888) 888-8888

12395 World Trade Dr Suite 200
San Diego, CA 92128

example@email.com

Make a plan to fund your future

Make a plan to fund your future

What kind of retirement do you dream of? Whether you hope for world travel, quiet days in the garden, or time to finally write that novel, I can help you make a plan to pursue your goals.

Services for your business

Services for your business

Your business has unique needs, and I have the resources to support you, your business and your employees.

Learn how your business can benefit by offering services such as financial wellness and planning, employee benefits and retirement plans.

Helpful content

I offer a full library of resources to help boost your retirement planning and financial knowledge.

<p>Investment Strategies for Retirement</p>

Investment Strategies for Retirement

Investment tools and strategies that can enable you to pursue your retirement goals.
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<p>How to Appeal Your Property Taxes</p>

How to Appeal Your Property Taxes

For homeowners who think their property taxes are too high, there are ways to appeal.
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<p>What's My Potential Estate Tax?</p>

What's My Potential Estate Tax?

This calculator helps estimate your federal estate tax liability.
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Questions? Let's connect

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