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MITLIN FINANCIAL, INC.

SEC Registered Investment Advisory Firm

Free Initial Consultation

'Facilitating Your Financial Future'
(844) 4-Mitlin

Financial Advisor

Planning

Our dynamic approach is unique, comprehensive and personalized for you.


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Financial Advisor

Investments

A distinctive approach, backed by our exceptional qualifications.


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Financial Advisor

Retirement

We weave expert retirement consulting directly into our wealth management service.


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retirement planning

ENJOY Your Retirement Years

 We offer customized, non-proprietary solutions solely in 
 our Clients’ best interest. 

Mitlin Financial is committed to helping our clients reach their most important goals. We provide comprehensive planning and guidance, and we also coordinate with your outside experts, including accountants and attorneys, to ensure that your plan is implemented cohesively and completely. Our services fall into two main categories: Financial planning and asset management.

Meet The Founder


CEO Image

A message from the Founder.

"We help our clients achieve and maintain financial security and meet their goals for many years—and we look forward to helping you as well.“

Lawrence Sprung, President

24 June

Mitlin Minute-Passive Investing

This edition of Mitlin Minute kicks off a three part series on Passive vs. Active investing.

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22 June

Business Owner Exit Strategy

When the day comes for you to retire and ultimately exit your business, what is your plan of action?

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Fun facts

Retirement

46% of retired households actually spend more than they did just before retirement.


These findings are from the full report, “Change in Household Spending After Retirement: Results from a Longitudinal Sample,”published in the November 2015 EBRI Notes, online at ebri.org.

Investments

A diversified portfolio is responsible for 90% of the long term investor’s return.


http://cfa.is/296KQn4

Planning

Financial Planners help individuals generate roughly 29% higher retirement income wealth.


Research by David Blanchett and Paul Kaplan of Morningstar, Alpha, Beta, and Now . . . Gamma.

Health Care

By 2019, the government’s share of health care spending is projected to be 51%. This is up from 24% in 1960.


Source: U.S. Department of Health and Human Services, Centers for Medicare and Medicaid Services, National Health Accounts,http://1.usa.gov/294GEUj