435-673-9599

Fee-based financial and retirement planning
for affluent retirees in St. George, Utah

Carrie Mikell, ChFC®
Chartered Financial Consultant®


A Global Perspective

Carrie brings a unique international perspective to the clients she works with. Her extensive experience living and working abroad in Uganda, Thailand, China, and Brazil taught her to be acutely aware of the uniqueness of the individual. She takes the same perspective when developing financial plans for affluent retirees and entrepreneurs. Carrie understands that each client brings a different set of circumstances to the planning process.

Clients appreciate the broad worldview that Carrie brings to the table, especially as it relates to wealth preservation and asset protection. Unlike many in the financial planning industry, Carrie's worldwide experience provides her with a better understanding of the global economy and the importance of international diversification.

In addition to a wealth of global life experience, Carrie received the Chartered Financial Consultant (ChFC) credential from the American College in Bryn Mawr, Pennsylvania. The ChFC designation is the most rigorous of all credentials in the financial planning industry.

One of the benefits of obtaining her ChFC designation, and the training she receives as a member of the Consultus team, is that Carrie understands how to use the tax laws to help her clients minimize their tax obligations.

Carrie provides guidance in the following areas:

  • Retirement Income Planning
  • Tax Reduction Strategies
  • Social Security Planning
  • Wealth Preservation
  • Asset Protection
  • Estate Planning

Carrie's clients typically have investable asset of $1 to $10 million.

Education

Carrie graduated in business with an emphasis in finance from Brigham Young University. As mentioned above, she earned the Chartered Financial Consultant (ChFC) designation from the American College in Bryn Mawr, Pennsylvania.

Other

Besides living and working abroad, Carrie has also traveled extensively to many countries within Asia, Latin America, Europe and the Middle East, including travels through Laos, Cambodia, Burma, Borneo, Indonesia, the Philippines, and elsewhere. This provides her with a global perspective to the many issues and current events affecting business owners and affluent individuals.

Carrie speaks Portuguese fluently.

When Carrie is not working she can often be found enjoying the outdoors with her husband and son.

Contact Carrie at 435-673-9599 or carrie.mikell@consultusnow.com.

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