An Exceptional Life Financial

An Exceptional Life Financial specializes in financial planning for teachers and their families. We're with you through all of life's stages because as a teacher, your finances are unique and you deserve a trusted professional who can help guide you through all the intricacies. We're experts in teacher finances and committed to helping you navigate all the important aspects so you can focus on what's important, living an exceptional life. To help you become financially fit and achieve your goals, we utilize a holistic approach to planning including analysis and recommendations on:

  • Saving & Spending
  • Credit & Debt
  • Insurance & Benefits
  • Privacy & Identity Theft Protection
  • Investments
  • Taxes
  • Retirement Planning
  • Social Security & Medicare
  • Estate Planning
  • College Planning

We also have a dedicated arm of our practice focused on Special Needs Planning where we assist families in specialized areas, including:

  • Life & Legacy Planning
  • Special Needs Trusts
  • 529 ABLE Accounts
  • Supplemental Security Income & Medicaid
  • Social Security Disability & Settlement Planning
  • Advanced Estate Design & Planning
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Advisors at this Office

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This Office

9348 Stones Ferry Way Indianapolis, IN 46278-5055 Phone: (317) 941-6492

Primary Office

9348 Stones Ferry Way Indianapolis, IN 46278-5055 Phone: (317) 941-6492