Useful Links
Newsletters
- Financial Success - Fall 2024 "Estate Planning Tips for Baby Boomers"
- Financial Success - Summer 2024 "Focus on the Basics"
- Financial Success - Spring 2024 "Calculating Your Financial Ratios"
- Financial Success - Winter 2024 "Dow Theory: Curbing Emotional Investing
- Financial Success - Fall 2023 "Tax Planning for Major Life Events"
- Financial Success - Summer 2023 "Estate Planning for Complicated Family Situations"
- Financial Success - Spring 2023 "Rules for Retirement Investing"
- Financial Success - Winter 2023 "What Should Your Financial Plan Include?"
Calculators
- Retirement Calculator
(FINRA)
- Required Minimum Distribution
(FINRA)
- Retirement Estimator (Social Security)
- Saving for College
(FINRA)
- Savings Calculator
(FINRA)
- Loan Calculator
(FINRA)

Contact Information
Jennifer G. Mitchell
Mitchell Investment
Advisors, LLC
112 Beech Street
P.O. Box 580
Cadillac, MI 49601
Phone:
231-775-8700
Fax:
231-775-8701
Email:
Business Hours:
Monday-Friday 9 a.m.-4 p.m.
Contact us for after-hour appointments.