As a 20-year experienced Financial Advisor, Mitchell's focus has been clients that want to build a portfolio that generates a market return with a level of risk that is acceptable. Much of his time is spent developing a thorough understanding of current investment market conditions including the relationship of asset classes industry trends and sectors. Mitchell's goal is to assist the client in understanding what a fair return is and to assist them in setting realizable return and wealth preservation strategies. He has found over the years that if a client has a thorough understanding of their individual portfolio and its relationship to the asset class returns they will be ready to weather the storm of returns in difficult markets. LPL has many tools to assist with a retirement plan and more broad goal planning which provides the additional knowledge to continue building client satisfaction.