Mychal  Eagleson

Mychal Eagleson

| CFP®, AAMS®

An Exceptional Life Financial

317-941-6492

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Fee-Only Financial Planner serving teachers and families with special needs

Specialties

  • Financial Planning for Teachers
  • Special Needs Financial Planning
  • Retirement Planning
  • Investment Management
  • 401(k) 403(b) and IRAs
  • College Education Planning
  • Insurance Planning
  • Hourly Fee Consultations

Website

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9348 Stones Ferry Way
Indianapolis, IN 46278

Fee-Only & Fiduciary


The National Association of Personal Financial Advisors (NAPFA) is the country's leading association of fee-only and fiduciary financial planners.

Mychal Eagleson is a Indianapolis, IN Fee-Only Financial Planner serving Indianapolis and all surrounding areas. An Exceptional Life Financial specializes in providing objective financial planning to help clients build, manage, grow, and protect their assets through life's transitions. Mychal Eagleson is a NAPFA-Registered Financial Advisor and a CERTIFIED FINANCIAL PLANNER™ Professional.

Mychal Eagleson is a Fee Only Financial planner in Indianapolis, IN. Mychal Eagleson is a NAPFA-Registered Financial Advisor.

Designations

  • Certified Financial Planner™
  • Accredited Asset Management Specialist

Education

  • New York University, Certificate in Financial Planning, 2013
  • Indiana Wesleyan University, Bachelor of Science – Management, 2012
  • College for Financial Planning, Accredited Asset Management Specialist Program, 2011

Experience

  • Working in the financial services industry since 2008
  • Prior to An Exceptional Life Financial, provided financial planning and portfolio management to clients throughout the Midwest for two Fortune 500 companies and a dedicated Private Client Group
  • Board Member of the Financial Planning Association of Greater Indiana, serving as the Director of Public Relations
  • Board Member of the Pike Township Educational Foundation, serving as a member of the Finance Committee

Personal

  • Resides: Pike Township, Indianapolis, IN
  • Wife: Emily - Elementary Special Education Teacher Extraordinaire
  • Fur Kids: Maddie & Jax (Dogs)
  • Interests:  Staying active through Taekwondo and hiking, reading - science-fiction,  history, & psychology, and projects around the house
  • Causes  I Support: Pike Township Educational Foundation, Eagle Creek Park  Foundation, Keep Indianapolis Beautiful, Gleaners Food Bank, and WFYI  Public Media.
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An Exceptional Life Financial is committed to financial planning for teachers and families with special needs throughout every stage of their lives. Your finances are unique and we're focused on addressing the issues that matter so you can make the most of your money and live an exceptional life. We assist all of our clients with a variety of planning topics, including:

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


For families with special needs, we integrate additional, specialized planning to ensure the care and consideration needed for their loved ones is provided now and in the future.

  • 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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