Mitcham Financial Services
Personal financial solutions, one investor at a time.
Investments | Retirement | Insurance
Our Firm
We are a full-service financial firm committed to helping people pursue their financial goals. We offer access to a wide range of financial products and services to individuals and business owners. We believe you will be better able to identify your goals and make sound decisions to pursue them by our providing sound financial information.
We are committed to maintaining the highest standards of integrity and professionalism in our relationship with you, our client. We endeavor to know and understand your financial situation and provide you with only the highest quality information, services, and products to help you pursue your goals.
Please call us if you have any questions about our firm or the range of financial products and services we provide. Our firm has a relationship with a variety of financial services companies, so if we don’t have a product or service, we know a group that does.
Our Firm
We are a full-service financial firm committed to helping people pursue their financial goals. We offer access to a wide range of financial products and services to individuals and business owners. We believe you will be better able to identify your goals and make sound decisions to pursue them by our providing sound financial information.
We are committed to maintaining the highest standards of integrity and professionalism in our relationship with you, our client. We endeavor to know and understand your financial situation and provide you with only the highest quality information, services, and products to help you pursue your goals.
Please call us if you have any questions about our firm or the range of financial products and services we provide. Our firm has a relationship with a variety of financial services companies, so if we don’t have a product or service, we know a group that does.
Our Team
Check the background of investment professionals on FINRA’s BrokerCheck.
Being a SmartVestor Pro
Dave Ramsey is the author of numerous best-selling books. We have been involved with Dave Ramsey since the beginning – we are one of the original participating members of SmartVestor Pros. We have also led many Financial Peace University courses. For more about Dave, you can visit his site here.
Being a SmartVestor Pro
Dave Ramsey is the author of numerous best-selling books. We have been involved with Dave Ramsey since the beginning – we are one of the original participating members of SmartVestor Pros. We have also led many Financial Peace University courses. For more about Dave, you can visit his site here.
What Does It Mean To Be a SmartVestor Pro?
I agree to the SmartVestor Code of Conduct.
I believe everyone deserves access to solid, professional investing guidance. I am a participating member of SmartVestor Pro because of my experience in the industry and my drive to help others.
I provide a refreshing twist on financial planning strategy.
I have the heart of a teacher, not the attitude of a salesman. I’m someone you can feel comfortable talking to and someone you can trust. We’ll work together to create a strategy to help you pursue your goals.
I care about your future.
I’m more than a “financial planner” – I’m someone you can relate to and share your dreams with. I fit your investments into your life, help you understand what you’re investing in and why, and encourage you to stick with your long-term goals.
Services
While developing a customized financial program, we will walk you through a step-by-step process that will help make you feel confident in your decisions.
Once your goals have been established, we will customize appropriate strategies to suit your vision and objectives. We can help you execute a sound financial program utilizing the following products and services:
Tax-Advantaged Strategies
We know that thinking about taxes can cause stress. Here at Mitcham Financial Services, we want to help you develop a tax-advantaged strategy. We will work to understand your tax concerns then work with you to help reduce tax liabilities.
Investment Management
Your investments are important to you and to us. We take the time to understand your individual investment goals. Then, we work with you to manage your various securities (shares, bonds, and other securities) and assets (e.g., real estate) to help you pursue your goals.
Business Services
- 401(k) Plans
- SEP IRA’s & Simple IRA
- Individual Disability
Learn more about our other services below:
Click the button below to view 401(k) and retirement plan limits for Tax Year 2023
Resources
A Short Guide to Elections and the Markets
A Short Guide to Elections and the Markets It’s that time again! Every four years, Americans take a few minutes out of their day to choose the next President of the United States. Under normal circumstances, voting is a simple, uncomplicated act — but the months...
The Role of AI Investing in Financial Planning
As investors navigate the dynamic landscape of the financial markets, they find themselves at the intersection of cutting-edge technology and traditional expertise. The advent of Artificial Intelligence (AI) and data-driven solutions has undoubtedly revolutionized the...
Understanding Todays Private Health Insurance
In the complex landscape of healthcare coverage, individuals often find themselves navigating the options of private and public health insurance. While public plans, such as Medicare and Medicaid, are funded and administered by the government, private health insurance...
Contact Us
Vestavia Hills Office
100 Centerview Drive, Suite 121
Vestavia Hills, AL 35216
Phone: 205-338-3534
Fax: 866-304-9374
Mon-Fri: By Appointment
Pell City Office
1000 Forrest Place Suite 3
Pell City, AL 35128
Phone: 205-338-3534
Fax: 866-304-9374
Mon-Fri: By Appointment
Daphne Office
28740 US Highway 98 Suite 8
Daphne, AL 36526
Phone: 251-318-1620
Fax: 866-304-9374
Mon-Fri: By Appointment