Chris Mitchell is a CERTIFIED FINANCIAL PLANNER™ professional with a passion for helping his clients live a comfortable, secure, and purposeful retirement. With over 20 years of experience, he has been quoted in the Wall Street Journal and was named to Forbes "Best in State Wealth Advisor" list for the past four years. Chris enjoys traveling, serving the community, and spending time outdoors with his wife and their two children.Investment Advice offered through IAG Wealth Partners, LLC, a Registered Investment Advisor and separate entity from LPL Financial. Securities offered through LPL Financial, Member FINRA/SIPC. For a hyperlink to a homepage for FINRA and SIPC please refer to website section above. The LPL Financial Registered Representative associated with this listing may only discuss and/or transact securities business with residents of the following states: investments products and services available only to residents of : CA, FL, IL, IN, MN, MO, NC, PA, WA, WIWe are licensed to sell insurance products in the following states of: CA, FL, NC, PA, WIThird party posts found on this profile do not reflect the view of LPL Financial & have not been reviewed by LPL financial as to accuracy or completeness.Specialties: Investments: comprehensive portfolio management using an investment policy statementRetirement: determining how much is enough, how to get there, and how to stay there by generating lifetime incomeInsurance: maintaining appropriate types and levels of coverageTax: communicating with your CPA to minimize what goes to Uncle Sam each yearEstate Planning: coordinating with your attorney to efficiently distribute assets to family and charityThe Forbes Best-In-State Wealth Advisor ranking, developed by SHOOK Research, is based on in-person and telephone due diligence meetings and a ranking algorithm that includes: client retention, industry experience, review of compliance records, firm nominations; and quantitative criteria, including: assets under management and revenue generated for their firms. Portfolio performance is not a criterion due to varying client objectives and lack of audited data. Neither Forbes nor SHOOK Research receives a fee in exchange for rankings.