Mitchell J. Thompson, CFP®
TO ASSIST YOU IN ATTAINING YOUR FINANCIAL GOALS, MJT & ASSOCIATES will begin with a long standing process for developing a plan that is customized to your needs. After examining your financial standing, life situation, history, and risk tolerance, we factor in your personal and professional aspirations. With every base covered, we will then develop a strategy and timeline for each step towards a secure financial future. Regular reviews and modifications will help ensure that the plan stays on track and targets are reached.
Mitchell works closely with clients to address their financial concerns and help them achieve their financial goals, and to regularly review investment selections for their continued suitability. He also collaborates with other tax advisors, attorneys, estate planners and other financial professionals, to help ensure that all of his clients’ financial needs get met. Mitchell has been working as a financial planner and investment advisor since 2000.
Mitch obtained his B.A. in 2000 from Jamestown College with a concentration in Economics and Personal Financial Services. He acquired the Certified Financial Planner™ designation in 2006 and is an active member in the Society of Financial Service Professionals (SFP). Mitch’s commitment to the community includes volunteering for the SFP ProBono planning alliance with the MS Society and the Autism Society of Minnesota.
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