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 he regularly reviews investment selections for their continued suitability. He also collaborates with tax advisors, attorneys, estate planners, and other financial professionals to help ensure that all of his clients’ financial needs are met.
Mitchell has been working in the financial service industry since 1998. He formed MJT & Associates in 2000. Mitchell earned his Certified Financial Planner™ designation in 2006 and is an active member in the Society of Financial Service Professionals (SFP), Institute for Divorce Financial Analysts (IDFA™), Collaborative Law Institute, and Twin Cities Estate Planning Council. Mitchell’s commitment to the community includes volunteering for the SFP Pro Bono planning alliance with the MS Society and the Autism Society of Minnesota, and he is a proud supporter of Westonka School activities.
Mitchell grew up in southwestern Minnesota in the small farming community of Renville. 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 his cabin with family and friends. Mitchell and his wife, Amanda, and their four children (Henry, Lily, Jack, and Ava) live in the community of Minnetrista where they enjoy all of the area’s activities.