member since 2012

Carol Mitchell, CFP CLU

CERTIFIED FINANCIAL PLANNER

Investors Group,  located in Hillsburg

Carol.Mitchell@investorsgroup.com

 

I possess 14 years of experience as a Certified Financial Planner, where I provide financial guidance for clients in all stages of life, including the ‘over 40’ to ‘pre-retirement’ segments.  In this CFP capacity, coupled with my Chartered Life Underwriter and Registered Retirement Consultant designations, I develop comprehensive financial plans to meet both the short-term and long-term goals of my clients. 
I am well versed in investment options, insurance plans, tax considerations and estate planning initiatives and I firmly believe in building a partnership with my clients to facilitate sound decision-making.  As such, I hold a strong commitment to informative communication through regular client meetings, frequent newsletters and on-going seminars.  
I have a life-long dedication to my community, an extensive history of financial-based volunteer positions, and as an active member on several boards, associations and organizations.

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