member since 2012
Carol Mitchell, CFP CLU
CERTIFIED FINANCIAL PLANNER
Investors Group, located in Hillsburg
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.