Having choices is important in investing. We believe investors' plans should change as their lifestyles and needs do.
We believe in a scientific approach to the process, taking time to thoroughly understand the client's current situation
along with their long and short term goals. A plan is formed and implemented with the clients existing investments or
perhaps new ones. We pride ourselves on serving multi generations of families and businesses with their financial needs
Our firm provides help in the financial areas below:
Stocks, Bonds Mutual Funds
Unit Investment Trusts
Annuities (Fixed and Variable)
▸ 401k (Traditional and Roth)
▸ Defined Benefit
▸ Money Purchase
▸ Profit Sharing
▸ Simple Employer Pension Plan
▸ Simple IRA
▸ Traditional and Roth IRAs
▸ Non Qualified Deferred
Stock and Mutual Fund review
Asset Allocation Models
Estate Distribution Options
Retirement Distribution Options
Insurance Analysis and Planning
Money and Cash Management
Fee-Based Financial Planning
Personal Financial Planning
Business Financial Planning
Investment Management Planning
Retirement Distribution Planning
Qualified Retirement Plan Reviews
Buy Sell Agreements
Group Health - Life
Long Term Care
When you take control of your finances, rather than letting them control you, you can live life more fully.
Regardless of your age or life stage, you can make financial decisions that move you toward your goals.
South Florida Office
6451 N. Federal Hwy., #1201
Ft. Lauderdale, FL 33308
Tel: 1.888.236.9894 Ext. 1
Benedict A. Mitchell Jr. is registered with, supervised by and offers
securities through Kovack Securities, Inc., Member FINRA / SIPC.
6451 N. Federal Hwy., #1201, Ft. Lauderdale, FL 33308, (954) 782-4771
Advisory services offered through Kovack Advisors, Inc. Florida Benefit Specialists is not affiliated with
Kovack Securities, Inc. or Kovack Advisors, Inc.
Ben Mitchell is registered in FL, IL and RI.