THE ROOT OF IT ALL
What I Offer
Mitchell Strategic Finance serves individuals, families, and businesses with innovative and strategic plans to maximize finances and create a legacy using Life Insurance and Annuity products. My goal is to help people achieve peace of mind in the present while setting themselves up for substantial success in the future. I do this through financial strategy consulting, retirement reviews, education, plan implementation, and more.
Who I Am
My name is Benjamin Mitchell. I founded Mitchell Strategic Finance to help others truly grow a legacy. I grew up in Scotts Valley, California, among the beautiful redwoods that thrive in the Coastal Mountains. As a lover of numbers, spreadsheets, and analytics, my early years in high school and college were focused on math and physics, where I cultivated an out-of-the-box approach to problem-solving. In college, I took a personal and family finance course that transformed me. I developed a passion for finance and a desire to help families achieve financial freedom. This led me to earn a degree in business and work in fields related to finance and investments. I have applied the skills and creative approaches I learned to help people create wealth with innovative solutions. To me, just because something has been done a certain way for a long time doesn’t always mean it is the best way to approach things.
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I first became licensed in Life Insurance in 2012, and helped many families get protection and restructure their savings into better-performing assets. I then spent about 10 years working in real estate, focusing on residential and investment properties. Whether helping young couples purchase their first home or assisting companies in acquiring multi-million-dollar commercial properties, I gave my clients my all. During this time, I became the proud father of two incredible boys who inspired me to create a legacy for them by returning to financial services.
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I regularly renew my professional licensures and continue to receive mentorship and guidance from some of the best minds in the industry. I am constantly learning new and creative solutions to help almost any individual, family, or business create a lasting legacy.
Why Redwoods?
I have spent considerable time in the redwood forests near my home and have always felt peace and closeness to God while walking among these ancient trees. There are many lessons that redwoods teach us, which can be applied to my financial approach:
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Resilience:​
Redwood bark is highly fire-resistant and thick, providing protection for the tree’s core as it grows. Similarly, I believe it is essential to pair any financial plan with appropriate protection, such as life insurance, to shield families from life’s unexpected challenges.
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Interconnected Strength:
Redwoods interlock their roots with other trees, giving them the strength to grow tall and withstand storms. Likewise, a comprehensive financial plan often requires multiple products and partnerships, including tax planning, estate planning, and real assets like properties, all working together to achieve goals.
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Legacy Growth:
Redwoods live for centuries, standing long after we are gone. By planting financial seeds today, we aim to build something that benefits not only our own lives but also future generations.
