Susan C. Elser

Susan C. Elser

| CFP®

Elser Financial Planning

(317) 731-5615

Contact Me

www.elserfp.com

Fee Only Financial Planner Located in Indianapolis, IN and Serving Clients Nationwide

Specialties

  • Fee-Only Financial Services
  • Comprehensive Financial Planning
  • Free Initial Consultation
  • Investment Management
  • Retirement Planning
  • Education Planning
  • Elder Care Issues
  • Estate Planning
  • Insurance Analysis
  • Charitable Giving and Trusts
  • Planning for Business Owners
  • Cash Flow and Budgeting

Our Other NAPFA Members

Visit Us

8365 Keystone Crossing, Suite 105
Indianapolis, IN 46240

Susan Elser is a NAPFA-Registered Financial Advisor.
NAPFA is the country's leading association of Fee Only Financial Planners.
What is "Fee Only Financial Planning," and why is it important?

Susan Elser has provided comprehensive, fee-only financial planning since 2000.   Her clients feel comfortable having a relationship based on trust and value the high level of service they receive.  

Education
  • College of Financial Planning (Certified Financial Planner®, 2000)
  • Indiana University (B.A. Economics, 1985)

Experience

  • Independent Fee-only Financial Planner (2004 – present)
  • Senior Client Service Manager and Financial Plan Writer with Oxford Group (2000 – 2004)
  • Supervising Broker at a national brokerage firm (1996 – 2000)

Appointments/Memberships

  • National Association of Personal Financial Advisors (Member since 2004, Past Chairperson Midwest Region)

Honors

  • Six Year 5-Star Wealth Manager (2008-2013 Indianapolis Monthly)