John Mitchell
President @ Amicum Financial Grp | Insurance Brokerage
- Role
- Retirement Plan Consultant at Simplicity Group
- Location
- Akron, OH, US
- LinkedIn followers
- 500 followers
About John Mitchell
Amicum Financial Group, under leadership since October 2024, integrates fintech…
Experience
Retirement Plan Consultant
Sep 2024 — Present · Akron, OH, US
Provided retirement planning consultations to clients, forecasting retirement income and managing financial choices for future living expenses.• Specialized in creating Special Needs Trusts and collaborated with Simplicity Group Advisors to offer personalized financial solutions.• Utilized expertise in retirement planning to guide clients in balancing financial concerns with future needs.
Education
Kent State University
School of Business
1980 — 1984
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