Alan Skillern (CFP®, MBA)
Alan Skillern focuses in the
following client markets or areas of practice:
- AUM
- Estate & Generational Planning Issues
- Federal Employees
- Hourly
- Investment Advice with Ongoing Management
- LGBTQ+
- AUM
- Estate & Generational Planning Issues
- Federal Employees
- Hourly
- Investment Advice with Ongoing Management
- LGBTQ+
Planning Specialties
https://bestcasefinancial.com/servicesAdditional Information
I'm Alan Skillern. I'm from a small town in west central Indiana. My goal is to help people just like I help my family. I'm a CFP® professional and I picked up my MBA while I was at Ball State. I've decided that Best Case Financial will not be using any AI going forward. See our No A.I. Pledge: https://bestcasefinancial.com/no-ai-pledge I've worked in a few firms but I never sold a financial product or taken a commission. I don't have any desire to push products to people who are looking to secure their family's future. I have picked up a set of skills, including: a deep knowledge of estate planning, mindfulness around taxes, and the ability to build a killer financial plan. Best Case Financial is built around the idea of neighbors helping neighbors. I've seen too many cases of people being treated un-neighborly and I want to do my part to tip the scale in the other direction.NAPFA Start Date
February 13, 2025
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