Phone (305) 615-1450
Mitchell Financial Services helping clients for over 30 years.
"We are the trusted source for sound insurance advice and retirement plans working independently for you."
Our Client Services
Insurance
Retirement Planning
Qualified Plans
MFS is your one-stop insurance resource for Life, Medicare, and Medicare Advantage Plans.
As a PlanEnroll™ Network Agent, we have access to plans and coverage from companies you know. Shop, compare, and enroll online or by phone with guidance.
Learn more about your options and find the coverage right for you by visiting PlanEnroll™.
Qualified Plans
Retirement Planning
Qualified Plans
MFS can offer many retirement products, strategies, and business solutions to meet the needs of small businesses and plan participants.
Our no-fee plan implementation includes SEP, SIMPLE, and Payroll deduction IRAs as well as Traditional and ROTH IRAs for individuals. We specialize in 401k and 403b rollovers and transfers.
Retirement Planning
Retirement Planning
Retirement Planning
MFS Retirement Roadmap provides you with a FREE personalized roadmap for your retirement based on your financial risk preferences.
Using our proprietary COMRA™ risk questionnaire, the analysis provides us with your risk profile in minutes. Using this score, we can help you determine if your assets are correctly positioned with your risk tolerance to meet your retirement goals.
Generational Vault
Retirement Planning
Retirement Planning
Generational Vault™ is our virtual safety box that allows you to upload important documents like trusts, wills, power of attorney, insurance policies, etc., which can now be kept safe, secure, and accessible anytime, anywhere.
Survivors and beneficiaries can also be granted encrypted access to make estate planning execution simple. This service is complimentary for our clients.