Mychal Eagleson

CFP®, ChSN®C, AAMS®

An Exceptional Life Financial

Financial Advisor

Mychal Eagleson

CFP®, ChSN®C, AAMS®

An Exceptional Life Financial

Financial Advisor

As a fee-only financial planner, my focus is to offer unbiased financial advice to help you achieve your life goals. - Mychal Eagleson, CFP®, ChSN®C, AAMS®

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

Mychal Eagleson is a Indianapolis, IN fee-only financial planner. An Exceptional Life Financial provides comprehensive and objective financial planning to help clients organize, grow and protect their assets through life’s transitions. As a fee-only, fiduciary, and independent financial advisor, Mychal Eagleson is never paid a commission of any kind, and has a legal obligation to provide unbiased and trustworthy financial advice.

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.

Mychal Eagleson is a Member of the National Association of Personal Financial Advisors

The National Association of Personal Financial Advisors (NAPFA) is the country’s leading professional association of Fee-Only financial advisors - highly trained professionals who are committed to working in the best interests of those they serve.

NAPFA members live by three important values:

  • To be the beacon for independent, objective financial advice for individuals and families.
  • To be the champion of financial services delivered in the public interest.
  • To be the standard bearer for the emerging profession of financial planning

An Exceptional Life Financial specializes in financial planning for teachers and their families. We're with you through all of life's stages because as a teacher, your finances are unique and you deserve a trusted professional who can help guide you through all the intricacies. We're experts in teacher finances and committed to helping you navigate all the important aspects so you can focus on what's important, living an exceptional life. To help you become financially fit and achieve your goals, we utilize a holistic approach to planning including analysis and recommendations on:

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

We also have a dedicated arm of our practice focused on Special Needs Planning where we assist families in specialized areas, including:

  • Life & Legacy Planning
  • Special Needs Trusts
  • 529 ABLE Accounts
  • Supplemental Security Income & Medicaid
  • Social Security Disability & Settlement Planning
  • Advanced Estate Design & Planning

Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.

Specialties

  • Comprehensive Financial Planning
  • Retirement Income Planning
  • Investment Management
  • College Education Planning
  • Tax Planning

Ideal Clients

  • Retirees and Near Retirees
  • Growing Families
  • Business Owners and Executives
  • Sudden Money Situations
  • Novice Investors

Working Together

  • In-Office Meetings
  • Virtual Meetings
  • Clearly Defined Fees
  • No Product Sales
  • Complimentary Initial Consultation

Professional Designations & Affiliations

Contact Mychal Eagleson

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Office Locations:

  • 9348 Stones Ferry Way
    Indianapolis, IN 46278

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