We assist our clients in determining what their financial goals and objectives are by creating buckets of assets to help achieve goals and objectives, establishing safeguards and documentation for protection of their love ones, regularly examining asset allocation to help maximize growth of their assets, and securing the appropriate distributions for their retirement income. We take the time necessary and listen to our clients' concerns. We establish and review a plan to pursue individualized goals, and continuously monitor and adjust to help ensure ongoing progress and growth. The majority of our clients are entrepreneurs, professional couples, and women in transition. Our clients tend to have a minimum investable asset portfolio of $150,000, a household income of $200,000+, and an overall net worth of $400,000+. Although this is the trend, we are honored to assist all those who want help and financial advice.
Mitchell works closely with clients to address their financial concerns and help them achieve their financial goals, and to regularly review investment selections for their continued suitability. He also collaborates with other tax advisors, attorneys, estate planners and other financial professionals to help ensure that all of his clients’ financial needs get met. Mitchell has been working as a financial planner and investment advisor since 2000. He previously worked with GEN Financial Management., Woodbury Financial Group and Mass Mutual Financial Group. Mitchell obtained Certified Financial Planner™ designation in 2006 and is an active member in the Society of Financial Service Professionals (SFP). Mitch’s commitment to the community includes volunteering for the SFP Pro Bono planning alliance with the MS Society and the Autism Society of Minnesota.
Mitchell grew up in Renville in southwestern Minnesota. He obtained his B.A. in 2000 from Jamestown College with a concentration in Economics and Personal Financial Services. Away from the office, Mitchell enjoys his family, traveling, spending time outdoors, working in his woodshop, and visiting the cabin with family and friends. Mitchell and his wife, Amanda, and thier 4 children (Henry, Lily, Jack, and Ava) live in the community of Minnetrista and enjoy all of Westonka's activities.