Meet your financial advisors...

Ernest Mitchell

Principal Advisor

Lauren Mitchell

Principal Advisor

The team behind Dear Retirement is made up of qualified financial professionals who are passionate about helping individuals and families achieve their ideal retirements. Our mission is to help our clients protect and grow their assets through insurance products that position them to help achieve and exceed their retirement goals with minimum risk. Our first meeting is just a conversation with a beverage and a notepad. No pressure. No sales tactics. We want the opportunity to earn your business by demonstrating a thorough understanding of the strategies that could help guarantee your objectives are met.

Our Services

Your retirement and health should be like your signature: uniquely you. Using our full list of service options and our custom process, we can help guide you every step of the way.

Retirement Planning

Worried that your financial plan is missing something? We're here to help you feel confident in your financial future. We offer the following services, customized to you and your retirement:

  • Retirement Income Strategies

  • Wealth Accumulation Strategies

  • Asset Protection Strategies

  • Annuities

  • Tax-Efficient Strategies

  • IRA and 401(k) Rollovers

Medicare Coverage Options

We use easy-to-understand language to help clients better understand their choices. Additionally, we'll help guide you through the selection of a Medicare Supplement plan that makes sense.

  • Enrollment assistance (whether you are new or already have a plan)

  • Request your Medicare quote (with no obligation to apply)

  • Customized solutions from an independent agency

  • Affordable, competitive rates

Life Insurance

Life insurance can help protect you and your family in many ways. It can be for your retirement needs while still living, for the ones you love and for charities after you pass. We can help you explore your plan options and calculate quotes without any obligation to apply.

Personal Health Coverage Options

Choosing your health care coverage (and costs) does not need to be an intimidating experience. We can help guide you through an easy process of selecting a plan that makes sense for you. We are an independent agency that believes in education first, so don't hesitate to call with any questions you have.

[email protected] | Phone: 800.615.1440 | Fax: 888.845.1504

857 Northeast Main St., Simpsonville, SC 29681 | Get directions

[email protected] | Phone: 800.615.1440 | Fax: 888.845.1504

857 Northeast Main St., Simpsonville, SC 29681 | Get directions