Lake Norman Financial Consulting, LLC
LPL Financial Advisor
As a LPL Financial Advisor, Mitch specializes in retirement planning, insurance needs analysis, estate planning, tax efficient investing, and planning for small businesses. In addition, Mitch often advises clients with the specific financial nuances of the divorce process and redesigning a financial plan post-divorce using his training as a CDFATM. Before making recommendations, Mitch takes as much time as necessary to understand the motivations and goals of his clients and then works to make sure his clients fully understand the strategies recommended. Mitch often works with clients studying the Dave Ramsey investment philosophy and has participated in the Financial Peace University program.
*Dave Ramsey is not affiliated or sponsored by LPL Financial