I believe that to be a true professional in the science of personal and business needs analysis an advanced education is a must. I have taken the time to earn my Chartered Life Underwriter (CLU®), Chartered Financial Consultant (ChFC®), Retirement Income Certified Professional (RICP), Chartered Advisor for Senior Living (CASL®) designations from The American College. I am also certified in Long Term Care (CLTC).  In addition I have satisfied the education, examination, experience, and ethics requirements for the CERTIFIED FINANCIAL PLANNERTM (CFP®) certification.

Associations and Memberships

Boston Estate Planning Council

National Association of Insurance and Financial Advisors

Thomas W Mitchell, CFP®, CLU®, ChFC®, CASL®, RICP®

Wealth Management Advisor


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