Michael Kalscheur (CFP®)

Michael Kalscheur focuses in the
following client markets or areas of practice:

  • Business Owners
  • Charitable Giving
  • College/Education Planning
  • Estate & Generational Planning Issues
  • Retirement Planning & Distribution Rules
  • Tax Planning

Planning Specialties

Retirement investment portfolio design; pro-active tax and estate planning including planned and charitable gifting techniques; college planning and funding; business succession planning.

NAPFA Start Date

July 07, 2008

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This Office

9820 Westpoint Dr Ste 200 Indianapolis, IN 46256-3363 Phone: (317) 849-9559 Fax: (317) 577-8575