Susan Elser (BA, CFP®)

Susan Elser focuses in the
following client markets or areas of practice:

  • Business Owners
  • College/Education Planning
  • Estate & Generational Planning Issues
  • Investment Advice with Ongoing Management
  • Retirement Planning & Distribution Rules

Planning Specialties

My goal is to simplify the complexities of wealth and investments to enhance the quality of a client’s life, time and resources. In preparing a comprehensive financial plan tailored to meet the client’s individual needs, the following areas are addressed: 1. RETIREMENT PLANNING - Evaluate the client’s current investments, savings rate and their long term goals in order to prepare retirement projections under various scenarios. 2. INVESTMENT MANAGEMENT - Customize the client's portfolios including allocation of the workplace retirement plan and utilization of low-cost, no-load mutual funds, bonds, CD's and commercial paper given the unique risk tolerance of the client. 3. TAX PLANNING - Offer recommendations to minimize income taxes. 4. ESTATE PLANNING - Evaluate client's goals for children, grandchildren and charitable bequests, and ensure that their documents reflect their wishes and minimize estate tax consequences. 5. RISK MANAGEMENT - Determine the client’s need for all types of insurance and discuss the most economical way to obtain. 6. BUDGETING AND DEBT MANAGEMENT - Determine priorities and develop realistic budgets.

Additional Information

BA Economics, Indiana University '85 Supervising Broker, Charles Schwab '96-'00 Client Service Mgr and Financial Plan Writer, Oxford Financial Group '00 - '04 Established Elser Financial Planning 2004

NAPFA Start Date

October 14, 2005

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This Office

8900 Keystone Xing Ste 450 Indianapolis, IN 46240-7622 Phone: (317) 731-5615 Fax: (317) 731-5749