Mitten Financial
ABOUT US
With a large population of baby boomers in the U.S. and many households without adequate financial protection, there is a growing need for financial professionals who can offer guidance and appropriate protection strategies.
We are dedicated to helping individuals and families in Michigan & Indiana protect their financial well-being and plan for the future. Our goal is to support clients—especially those nearing or in retirement—with solutions such as life insurance, retirement planning, and other financial services designed to promote long-term financial security.
Services Offered
Life Insurance
Our life insurance solutions provide financial security and peace of mind, ensuring your loved ones are protected in the event of the unexpected. Whether you need term or permanent coverage, we offer tailored policies to fit your unique needs and long-term goals.
Retirement Planning
Our retirement solutions provide tailored strategies to help you secure a financially stable and comfortable future, through various retirement income options. We offer expert guidance to ensure your savings last, giving you peace of mind as you plan for life after work.
Head Start Plans
Give your child a strong foundation and secure their financial future. Start early to build wealth, fund education, and provide lifelong financial security for your kids.
Long Term Care
Long term care insurance helps protect your financial future by covering expenses for extended medical care, assisted living, or lost income due to illness or injury. These policies provide peace of mind by ensuring you and your loved ones have financial support when facing life’s unexpected health challenges.
Annuities
Annuities can offer ways to generate retirement income and protect principal, depending on the product type. We help you explore options that align with your retirement goals and risk tolerance.
FINANCIAL SPECIALISTS STRIVING TO BRIDGE THE GAP
Financial Literacy
Ensuring every family is covered
We play a vital role in educating and impowering individuals.
Securing the financial future of families.
Generational wealth
Help protect families, grow wealth, and insure financial stability for those who need it most.
Fintech
At Mitten Financial, FinTech isn’t just a tool—it’s the backbone of how we deliver smarter, faster, and more personalized financial solutions. Our AI-powered platforms and cutting-edge digital tools streamline everything from policy selection to securing retirements, ensuring a seamless experience for our clients. By leveraging the latest in financial technology, we make navigating life, health, and wealth decisions easier, more efficient, and tailored to the modern consumer and agency partner.
Our Trusted Providers
Disclosure
Mitten Financial is an independently operated organization comprised of licensed financial professionals who are associated with The Broker Group LLC. Mitten Financial is not an affiliated company of The Broker Group LLC, TBG Solutions Insurance Agency, or The Broker Group Insurance Agency LLC. These agents offer insurance products through The Broker Group LLC and its licensed affiliates operating in various jurisdictions, including but not limited to California, Hawaii, and Massachusetts. These entities work under The Broker Group platform to deliver a wide range of insurance and financial services.
This material is intended for educational and training purposes only. It is not, and should not be construed as, an offer or solicitation for the purchase or sale of any specific financial product or service. Neither The Broker Group LLC nor its associated agents provide legal or tax advice. Anyone reviewing this material should consult with and rely on their own independent tax and legal professionals regarding their specific situation and any concepts presented herein. The availability of the listed providers may vary and is dependent on the agent's licensing, appointment status, and state-specific approvals. Insurance and financial product providers referenced maintain independent selling agreements with The Broker Group LLC, and access may require agents to complete applicable carrier contracting and approval processes. The presence of a provider on this list does not imply endorsement, nor does it guarantee availability through all agents or agencies operating under The Broker Group LLC
The Broker Group Headquarters:
21255 Burbank BIvd Ste 120, Los Angeles, CA 91367
888-824-9123
Please Note: Links to external websites may be accessed through social media or digital communications. These external sites may contain information created and maintained by organizations independent of The Broker Group LLC. We do not endorse, guarantee, or certify the accuracy of information, products, or services contained on any third-party site. Information provided here or through linked sources is believed to be reliable but is not guaranteed as complete or accurate. All performance data cited is historical and not indicative of future results.