Start a conversation

Tell Us What You’re Planning For.

Maybe it’s a buy-sell agreement that may not be fully funded, a benefits renewal coming up, or a retirement date that’s getting closer. Share a few details, and Tim will get back to you to set up a time to talk.

1. You share a few details using the form.
2. Tim reviews your situation and reaches out.
3. You talk through your options together.

Timothy Jay Mitchell, GBDS, AIF®

Managing Member · 30+ years of industry experience

Office: 304-769-5704
Mobile: 304-552-1059
500 Corporate Landing, Suite 202
Charleston, WV 25311