Mychal Eagleson

CFP®, ChSNC®, AAMS®

An Exceptional Life Financial

President & Financial Planner

Mychal Eagleson

CFP®, ChSNC®, AAMS®

An Exceptional Life Financial

President & Financial Planner

As a fee-only financial planner, my focus is to provide unbiased advice to help you achieve your goals and live an exceptional life. - Mychal Eagleson, CFP®, ChSNC®, 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™
  • Chartered Special Needs Consultant®
  • Accredited Asset Management Specialist

Education

  • The American College of Financial Services, Chartered Special Needs Consultant Program, 2017
  • 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

  • Financial Planning for Teachers
  • Special Needs Planning
  • Comprehensive Financial Planning
  • Retirement Planning
  • Investment Management

Ideal Clients

  • Teachers & Administrators
  • University Professionals
  • Families with Special Needs
  • Retirees and Near Retirees
  • Growing Families

Working Together

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

Professional Designations & Affiliations

  • National Association of Personal Financial Advisors (NAPFA)
    Mychal Eagleson is a NAPFA-Registered Financial Advisor

    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.

  • XY Planning Network
    Mychal Eagleson is a Member of the XY Planning Network

    The XY Planning Network is the leading organization of fee-only financial advisors who are focused on working with Generation X and Generation Y clients. Our mission is to connect consumers with best-in-class financial advisors who specialize in working with clients just like you.

  • Financial Planning Association
    Mychal Eagleson is a member of The Financial Planning Association® (FPA®)

    FPA® is the largest membership organization for CFP® professionals in the U.S. and supports high standards of professional competence, ethical conduct, and clear, complete disclosure when serving clients.

  • Certified Financial Planner (CFP)
    Mychal Eagleson is a CERTIFIED FINANCIAL PLANNER™ Professional - Click for Verification

    CFP® professionals are held to strict ethical standards to ensure financial planning recommendations are in your best interest. What’s more, a CFP® professional must acquire several years of experience related to delivering financial planning services to clients and pass the comprehensive CFP® Certification Exam before they can use the CFP® designation.

  • Chartered Special Needs Consultant (ChSNC)
    Mychal Eagleson is a Chartered Special Needs Consultant® (ChSNC®)

    ChSNC® designees are equipped with the specialized skills needed to help parents and caregivers plan for the future with honesty, ethics and compassion. A ChSNC® can navigate the unique considerations, estate planning, special needs trusts, life insurance, tax deductions, healthcare issues, Medicaid complexities, and the emotional aspects of providing for a loved one with a disability.

  • AAMS - Accredited Asset Management Specialist
    Mychal Eagleson is an Accredited Asset Management Specialist

    Financial advisors and investment managers who hold the AAMS® designation have completed a course of study encompassing investments, insurance, tax, retirement, and estate planning issues. Individuals must pass an end-of-course examination that tests their ability to synthesize complex concepts and apply theoretical concepts to real-life situations. All designees have agreed to adhere to Standards of Professional Conduct and are subject to a disciplinary process.

Contact Mychal Eagleson

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Office Locations:

  • 9348 Stones Ferry Way
    Indianapolis, IN 46278

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