Mitlin Financial Goes Mobile

Mitlin Financial, Inc. is pleased to announce the unveiling of Mitlin’s new Client Web Portal.  The portal is available to all clients of Mitlin Financial and is available through our website or our newly launched app on both the Apple and Android stores.  

I would suggest you contact us at (844) 4-MITLIN x13 if your advisor does not offer you a mobile option to view your assets.  We can certainly change that for you by becoming a client.

We recommend you download the Mitlin Financial App via the Apple and Android stores, simply click on "Apple iOS" or "Android", whichever is appropriate for you to get started:

                                              Apple iOS™:                                              

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We will be conducting a live demo of the new Portal and mobile app with all clients during your next scheduled meeting. Should you have any questions or concerns before that time, do not hesitate to give us a call at (844) 4-MITLIN x13 so that we can assist you accordingly.


Mitlin Financial Supports The 20th Annual Southside Hospital Tennis Classic

Mitlin Financial was pleased to support the The 20th Annual Southside Hospital Tennis Classic 

This was the second year we were involved in this event and look to continue our support of the hospital in the coming years.  Greg Needle was a winner of the Round Robin Tournament and he is pictured below with event organizers and representatives from the hospital.

Pictured Left to Right: Gregory Needle- Financial Advisor at Mitlin Financial, Inc., Amie Crisera- Southside Hospital Co-Chair, Robin Racanelli-Southside Hospital Co-Chair and Donna Moravick- Executive Director at Southside Hospital

Feel free to contact the office at (844) 4-MITLIN to learn more about this event and how you can participate next year!

Mitlin Financial Inc. Clients, Associates and Friends Please Read....



Do you have plans to be in Orlando on Friday, July 28, 2017?

Please contact the office, if you will, so we can reserve a spot for you at this invitation only Dessert Party at Walt Disney World Resort®, Florida.

After enjoying dessert on a private patio in the World Showcase at Epcot® our guests will enjoy an up close and personal viewing of IllumiNations: Reflections of Earth
Date/Time: Friday, July 28th 8:00pm - 9:30pm (meet up time will be a bit earlier)
Location: Epcot ® - WALT DISNEY WORLD® Resort, Lake Buena Vista, Florida
Here is a link to the event and the Mitlin Financial, Inc. Calendar: Invitation Only Event presented by Mitlin Financial, Inc.

Beneficiary Designation Review

Beneficiary designations are an important, yet often overlooked, planning item that should be reviewed on a regular basis. Having the correct, and most up to date, beneficiaries named on your various accounts could mean the difference in having your assets going to the right people or the wrong ones.

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Last Minute Small Business IRA Contributions: SEP & SIMPLE IRAs

Although tax season may not be a crowd favorite, there are instances where individuals and employers can benefit. Taking preemptive measures and planning year-round in anticipation of everyone’s favorite day, Tax Day, there are situations that allow for lowering taxable income. In our previous edition, we discussed strategies for individuals and in this edition, we are going to delve into the strategies geared towards small business owners. Business owners have the opportunity to lower their taxable income and to motivate and entice their already hardworking employees.

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RT @TalkToMe: PLEASE SHARE: Any officer struggling with any type of personal crisis, please reach out to someone. It’s not hopeless or help…

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