Bio and Fact Sheet
Bio and Fact Sheet: Mitch Levin, MD, CWPP, CAPP
Financial PhysicianTM
Author, Speaker, Trusted Expert, Investment Coach
Dr Mitch Levin is widely recognized as a leading authority on Empowering Healthy Investment Returns consistently and predictably (and helping you keep and protect more of what you earn by using “bright line” advanced tax reduction strategies). He is Certified in Asset Protection and Wealth Preservation Planning; and is the Managing Director of Phipps Lane, LLC a Registered Investment Advisor.
When he retired as a prosperous eye surgeon, serial entrepreneur (most were successful), and commercial real estate investor, Dr Mitch became heavily involved in the philanthropy world, and is still the President of the Ivanhoe Foundation, Inc. He discovered the glaring need for process, clarity, transparency and full disclosure that all investors (large and small, sophisticated and novice) crave. Mitch provides that solution, and brings comfort and confidence to your finances. Peace of Mind for you to achieve “Critical Capital Mass” in your own “Financial Fortress”.
Through his coaching, he prevents the Great BIG Mistakes almost all investors make. And he can save 10’s if not 100’s of Thousands of Dollars in taxes every year for almost all small business owners in 90 days or less.
He has been featured in the acclaimed documentary “Navigating the Fog of Investing”, along with several of the most respected and accomplished Titans in the field, including Nobel Prize winners. In addition, he has co-authored several books and articles, and appeared on several radio and television interviews.
Mitch is qualified to talk about:
- Super401(K)TM — How to save up to $300,000 Tax Deductible and Deferred
- Pension Rescue — How to restore the losses incurred in the last bear market
- Tax Advantaged Wealth Building – Strategies of America’s richest families
- The Extra 7% Solution – How to increase investment returns prudently and avoid costly mistakes
- MaximizerTM Investing – How to utilize the power of bonds to guaranty perpetual High income
- Power ways to Invest for consistent and reliable returns, while controlling risk
“Mitch, thanks for a great evening. It was most informative and a great presentation”
Ray Watson, Chairman Vistage Florida – TEC Florida’s New Name
“Dr Mitch is a passionate, knowledgeable, and caring interview guest, who touched on the topics all my listeners want to hear”
Wayne Kelly, Radio Host, Astral Media
“Dr Mitch was the most well prepared guest we’ve had. He was available, easy to work with, and provided great information”
Donn Burrows, Video Director & Documentary Film Maker “Fog of Investing”, McGriff Media
Safe, prudent investing in today’s dangerous environment; asset protection; fear of future unknown, government policy and regulation, and excessive taxation – these issues concern and affect nearly every successful professional and business owner. “If you don’t take out your own appendix, or represent yourself in a lawsuit, or fill out your own tax return, you are smart. So don’t try to manage the complicated and dangerous and costly world of investing, tax management, asset protection, and wealth preservation without a qualified financial coach”. Mitch’s unique background assures that his interests are aligned with yours and your audience. This makes him a much sought-after speaker and guest.
To Book an Interview, Call Dr Mitch’s cell at 407/922-4689
