Welcome
Mitchell Financial Services protects you for a better future
"We are the trusted source for sound insurance advice and customized financial plans working independently for you."
our client Services
Mortgage Protection
Mortgage Protection
Mortgage Protection
MFS Mortgage Protection is a simplified, quick-issue insurance used to protect your greatest asset—your home. It’s designed to provide a death benefit to pay off all, or a portion of, your mortgage.
Mortgage protection can provide financial stability for your family in the event of unexpected illnesses. If you’re diagnosed with a chronic, critical, or terminal illness, the included Living Benefit rider can help you avoid the financial burden by providing a lump sum benefit to help cover any associated costs.
Medicare
Mortgage Protection
Mortgage Protection
MFS takes pride in being a PlanEnroll™ Network Partner for Medicare. When it comes to selecting the best Medicare plan, there's no room for confusion. Our experts can help you make the right choice by analyzing various plan options and evaluating your unique healthcare needs.
We are here to assist you, regardless of whether you're a first-time enrollee or seeking to compare and shop your current coverage. Don't hesitate to contact us for assistance. We are confident that we can help you find the most suitable plan.
Estate Planning
Mortgage Protection
Retirement Planning
MFS Estate Guru™ confidently guarantees accurate and legally compliant estate planning documents, meticulously reviewed by highly qualified attorneys. Our cutting-edge software, coupled with our nationwide network of estate planning attorneys, empowers you to protect your family with a premium, personalized estate plan that meets all your needs. All of this is available to you at an unbeatable value and cost.
Retirement Planning
Retirement Planning
Retirement Planning
MFS Retirement Roadmap provides you with a FREE personalized roadmap for your retirement based on your financial risk preferences.
Using our proprietary COMRA™ risk questionnaire, in a matter of minutes the analysis provides us with your risk profile. Using this score, we can help you determine if your assets are correctly positioned with your risk tolerance to better meet your retirement goals.
Living Benefits
Retirement Planning
Living Benefits
If you’re diagnosed with a chronic, critical, or terminal illness, Living Benefits can help you avoid the financial burden by providing a lump sum to help cover the associated costs. This type of coverage can be valuable for homeowners who are the primary income earners or have significant financial obligations that could be affected if their income were to suddenly stop.
What challenges would you or your family have paying the mortgage if there was a loss of income in the household?
Annuities
Retirement Planning
Living Benefits
Annuities can be used to create a retirement income that lasts as long as you do. These funds accumulate on a tax-deferred basis, which can be a tremendous advantage over time. Fixed Index Annuities provide an opportunity for growth without the risk involved with most investments. This is especially attractive to pre-retirees looking to preserve assets they’ve built over several decades. We have the expertise to help you find the most suitable annuity products to fit your needs.
Term Life Insurance
Whole Life Insurance
Whole Life Insurance
Term Life Insurance pays a benefit in the event of the insured's death during a specified period. If you’re starting a family or just purchased a home, a rising priority for you may be the prospect of providing for your loved ones in the event of an untimely death. For needs such as paying off a mortgage or taking care of other debts, term life insurance is a great option.
And if you don't like the idea of paying premiums for something you may never have to use, consider return-of-premium products where you typically get back the premiums you pay if you outlive the term.
Whole Life Insurance
Whole Life Insurance
Whole Life Insurance
Whole Life Insurance is a type of permanent Life Insurance. Unlike a Term Life policy, which protects for some time, Whole Life Insurance provides life coverage. As long as premiums are paid, your loved ones are guaranteed to receive a death benefit. It also contains a growing cash value that’s available to help you cover unexpected costs. With Whole Life Insurance, your premiums remain the same throughout your lifetime. You should also expect to pay a higher premium than you would for a Term Life policy.
Final Expense
Whole Life Insurance
Final Expense
The loss of a loved one in death is an emotionally difficult experience. Final Expense plans are designed to remove, or offset, the financial stress that is associated with death. Our clients are able to use final expense plans to help prepare for their difficult times. These plans are available in varying coverage amounts to fit a variety of budgets. Due to the diversity of our carriers, we are able to find coverage for our clients no matter what their current health status may be.