Uniquely qualified to assist their clients with their investment goals
There is a reason, above and beyond consummate skill and experience, that the clients of Mitchell and Hastings Financial Services are so loyal to the firm: It’s because its principals can relate to them so strongly, having worked relentlessly, often against the odds, for everything they have.
When Phyllis Mitchell lost her husband more than three decades ago, she didn’t even know where he kept the checkbook, much less how to balance it. So, with a young child to raise, she taught herself the arcane craft of money management, from the ground up. Today, Phyllis stands proudly as a tested, licensed and CERTIFIED FINANCIAL PLANNER™ in addition to being a teacher, writer and lecturer on the subject. As a member of the Office of Supervisory Jurisdiction, she has supervision of a group of financial planners.
Her business partner and friend, Andrea Hastings, had also sacrificed to get where she is today. With two young children to raise and extensive experience in business management, Andrea launched her own Act II into the world of finance, eventually becoming certified as PROFESSIONAL PLAN CONSULTANT™ and Investment Adviser Representative with Cambridge Investment Research, Inc. Andrea is also a frequent lecturer who holds insurance licenses in seven states.
In addition to investment planning, education planning, insurance planning, retirement planning and estate planning, Mitchell and Hastings Financial Services offers: wealth management, 401K rollover, distribution*, tax planning, general securities, mutual funds, variable annuities and life products, fixed annuities and insurances and long term care insurance.
* Please be sure to speak to your advisor to carefully consider the differences between your company retirement account and investment in an IRA. These factors include, but are not limited to changes to availability of funds, withdrawals, fund expenses and fees.
MITCHELL AND HASTINGS FINANCIAL SERVICES
Securities offered through Registered Representatives of Cambridge Investment Research, Inc., a broker-dealer, member FINRA/SIPC. Advisory services offered through Cambridge Investment Research, Inc., a Registered Investment Adviser. Mitchell and Hastings Financial Services and Cambridge Investment Research, Inc., are not affiliated.
There are no comments. Be the first to post a comment.