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Submitted URL: http://mwmgrp.com/
Effective URL: https://www.mitchellwealthmanagement.com/
Submission: On January 25 via api from US — Scanned from DE
Effective URL: https://www.mitchellwealthmanagement.com/
Submission: On January 25 via api from US — Scanned from DE
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</form>Text Content
4622 Country Club Road, Suite 270, Winston-Salem, NC 27104 336.774.6535 mdmitchell@mwmgrp.com FAQ's Menu * Home * About Us * Who We Are * How We Work * Meet the Team * Our Services * Overview * Lifetime Income * Resources * Articles * Videos * Calculators * Useful Links * Additional Resources * Events * Contact WE INVEST IN YOUR BEST INTEREST Comprehensive financial planning and retirement lifetime income strategies are just the beginning. Connect Learn Plan YOUR GOALS, OUR STRATEGIES Discover personalized services for all your financial needs. * Investments Smart investing shouldn’t perplex, puzzle, or confound. Our data-driven strategies may help you avoid even the deepest of pitfalls. Our comprehensive income strategies correlate well with clients who have $500,000 or more of retirement assets. * Retirement We can help you build an income distribution and retirement strategy that will help you achieve your goals. You’ve worked hard – now it’s time to play hard. Ask us about a customized Income Conductor * Estate Management and Planning Effective estate planning and management enables you to manage your affairs during your lifetime and beyond. We work alongside your estate planning attorney and tax advisor deploying our customer service model, known as our Circle of Care * Insurance Our dedicated professionals can help create the insurance strategy you need. Protect your family from the financial consequences of life's unexpected events with our help. ABOUT US Mitchell Wealth Management Group is completely independent, so our loyalty belongs exclusively to our clients - not to a parent company or product. Our independence enables us to establish working relationships with an array of industry-leading brokerage firms and insurance providers whose products we leverage to create customized client portfolios. We recommend only those products and services that can be tailored to suit our clients' unique needs. Led by Myron D. Mitchell, Mitchell Wealth Management Group has been serving the Winston-Salem and surrounding communities for more than 25 years. We are a full-service, comprehensive financial consulting firm dedicated to helping clients build wealth and protect their hard-earned assets and plan for future generations. The firm serves individuals and businesses in the areas of financial, estate, and retirement planning and retirement income distribution planning, tax management, education savings, 401k, risk management, profit sharing, simple and SEP plans, as well as employee and executive benefits. Connect With Us MEET OUR TEAM Put our combined experience and exemplary customer service to work for you! MYRON MITCHELL, CFS, CRPC, AAMS President 336.774.6535 336.774.6515 mdmitchell@mwmgrp.com JENNA WELCH Senior Client Service Representative 336.774.6535 336.774.6515 jenna@mwmgrp.com KATHY LAWRENCE Office Coordinator 336.774.6535 336.774.6515 kathy@mwmgrp.com “TIMING THE MARKET IS A FOOLS GAME, WHEREAS TIME IN THE MARKET IS YOUR GREATEST NATURAL ADVANTAGE.” ~ Nick Murray “ DURING RETIREMENT, ROI DOESN’T MEAN RETURN ON INVESTMENT, A BETTER DEFINITION IS RELIABILITY OF INCOME. ~ Phil Lubinski “THE QUESTION IS WHEN IS ACTIVE MANAGEMENT GOOD? THE ANSWER IS NEVER.” ~ Eugene Fama “TIMING THE MARKET IS A FOOLS GAME, WHEREAS TIME IN THE MARKET IS YOUR GREATEST NATURAL ADVANTAGE.” ~ Nick Murray “ DURING RETIREMENT, ROI DOESN’T MEAN RETURN ON INVESTMENT, A BETTER DEFINITION IS RELIABILITY OF INCOME. ~ Phil Lubinski “THE QUESTION IS WHEN IS ACTIVE MANAGEMENT GOOD? THE ANSWER IS NEVER.” ~ Eugene Fama “TIMING THE MARKET IS A FOOLS GAME, WHEREAS TIME IN THE MARKET IS YOUR GREATEST NATURAL ADVANTAGE.” ~ Nick Murray HELPFUL CONTENT Curated articles, calculators, videos and much more to help you be informed. WHAT IS MY LIFE EXPECTANCY? Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children. Learn More MY RETIREMENT SAVINGS Estimate how long your retirement savings may last using various monthly cash flow rates. Learn More STAY SAFE WITH A B.O.P. AT YOUR BACK Learn about the advantages of Business Owner Policies with this highly educational and fun animated video. Learn More HOW TO READ YOUR CREDIT REPORT Solve a mystery while learning how important your credit report is with this story-driven interactive. Learn More TELL US HOW WE CAN HELP YOU TODAY Name Email Address Phone Question Send Thank you! Oops! CONTACT CALL Office: 336.774.6535 Toll-Free: 800.311.1540 Fax: 336.774.6515 VISIT 4622 Country Club Road, Suite 270 Winston Salem, NC 27104 CONNECT mdmitchell@mwmgrp.com QUICK LINKS * Retirement * Investment * Estate * Insurance * Tax * Money * Lifestyle * All Articles * All Videos * All Calculators Securities America Form CRS Check the background of your financial professional on FINRA's BrokerCheck. The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. Some of this material was developed and produced by FMG Suite to provide information on a topic that may be of interest. FMG Suite is not affiliated with the named representative, broker - dealer, state - or SEC - registered investment advisory firm. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security. We take protecting your data and privacy very seriously. As of January 1, 2020 the California Consumer Privacy Act (CCPA) suggests the following link as an extra measure to safeguard your data: Do not sell my personal information. Copyright 2024 FMG Suite. Securities offered through Securities America, Inc. Member FINRA/SIPC and Advisory services offered through Securities America Advisors, Inc. Myron Mitchell, Representative. Mitchell Wealth Management Group and Securities America, Inc are not affiliated.