Home

Mitlin Financial Inc. - An SEC Registered Investment Advisor - #WisdomWednesday

Mitlin Minute: Building Your Financial Team

In this edition of Mitlin Minute we talk about the importance of building your financial team.  It takes a strong team of professionals to help you and your family to save, grow and protect your financial assets.  This edition will talk about a few of the key people that should be part of your team.
 
Feel free to share this with others that you think will find value in our Mitlin Minute.
 
Feel free to contact us by emailing us or calling us at (844) 4-MITLIN to discuss how we can help you by quarterbacking your team.
 
 

 
 
 
  Disclaimer: This article represents the opinion of Mitlin Financial Inc. It should not be construed as providing investment, legal and/or tax advice.

Mitlin Minute: The "Power" of a Power of Attorney

In this edition of Mitlin Minute we talk about the power of a Power of Attorney. 
 
Why is this legal document such a powerful tool and why do I need one?  Watch, listen and learn why today. 
 

 
 
Feel free to share this with others that you think will find value in our Mitlin Minute.
 
Feel free to contact us by emailing us or calling us at (844) 4-MITLIN to discuss how we can help you by quarterbacking your team. 
 
  Disclaimer: This article represents the opinion of Mitlin Financial Inc. It should not be construed as providing investment, legal and/or tax advice.

Mitlin Minute: Year End Tax Planning

In this edition of Mitlin Minute, learn what you should be thinking about, investment wise, as we enter the end of the year.

Feel free to contact us by emailing us or calling us at (844) 4-MITLIN  

 

 Disclaimer: This article represents the opinion of Mitlin Financial Inc. It should not be construed as providing investment, legal and/or tax advice.