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Tailored To You.

What We Do.

Our first priority is your helping you take care of yourself and your family. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of my foundation of success.

<p class="p1"><span class="s1">Connecting</span></p>


One of our primary goals is to develop a long-term, trusting relationship with you.

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<p class="p1"><span class="s1">Moving Forward</span></p>

Moving Forward

Insights and understanding that can help you better define your financial objectives.

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<p class="p1"><span class="s1">The Next Step</span></p>

The Next Step

The knowledge and access to products to provide you excellent and cost-efficient protection.

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Creating Memories...

Our mission is to get to know and understand you needs, wants, and long-term goals. we want to help you develop, implement, and monitor a strategy that's designed to address your individual situation.

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Meet Our Team.



Jane started (COMPANY NAME) in 2001 with a commitment to helping people with their personal finances.



Skylar joined with firm in 2011 after graduating from the University of Southern California



Fred joined J. Mitchell & Associates in 2004 after spending several years with other leading financial institutions.