Tom Mitchell has been recognized as one of America's Top Financial Security Professionals
Tom Mitchell has been recognized as one of America's Top Financial Security Professionals, and was recently interviewed by Forbes. He emphasizes personalized client relationships, meticulous planning, and a long-term bullish outlook on the market, advocating for a focus on genuine advisory roles over sales tactics. Read the full article here.
Tom Mitchell was featured in the Boston Business Journal
During a discussion on retirement planning amidst market volatility, Tom Mitchell emphasizes a "three bucket" approach: the "Safe Money Bucket" for immediate expenses, the "Roller Coaster Bucket" for more volatile investments like stocks, and the "Home Run Bucket" for high-risk, high-reward opportunities. Experts also highlight the importance of creating guaranteed income streams and proper estate planning to address the challenges of longer life expectancies and the evolving landscape of retirement funding, urging clients to maintain a balanced and strategic investment strategy rather than becoming overly conservative. Read the full article here.
Tom Mitchell was featured in Advisors Magazine
In response to market volatility during the pandemic, Tom Mitchell of Sconset Wealth Management emphasized the importance of proactive communication and a comprehensive wealth management approach that goes beyond traditional financial advising. His firm experienced significant growth during 2020, as they adapted to remote work and focused on helping clients navigate complex financial decisions while ensuring that they remained proactive in their financial planning. Read the full article here.