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James Mitchell

CFP, CMFC

Financial Advisors

(888) 888-8888

12395 World Trade Dr Suite 200
San Diego, CA 92128

example@email.com

Make a plan to fund your future

What kind of retirement do you dream of? Whether you hope for world travel, quiet days in the garden, or time to finally write that novel, I can help you make a plan to pursue your goals.

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Services for your business

Your business has unique needs, and I have the resources to support you, your business and your employees.

Learn how your business can benefit by offering services such as financial wellness and planning, employee benefits and retirement plans.

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Helpful content

I offer a full library of resources to help boost your retirement planning and financial knowledge.

5 Benefits of Working in Retirement

Here are 5 reason why you may consider working through retirement.
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How to Make the Tax Code Work for You

When you take the time to learn more about how it works, you may be able to put the tax code to work for you.
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Principles of Preserving Wealth

How federal estate taxes work, plus estate management documents and tactics.
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Questions? Let's connect

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