Thomas Farrer
CFP®, CRPC®
An Exceptional Life Financial
Financial Planner
Thomas Farrer
CFP®, CRPC®
An Exceptional Life Financial
Financial Planner
As a fee-only financial planner, my focus is to offer unbiased financial advice to help you achieve your life goals. - Thomas Farrer, CFP®, CRPC®
Fee-Only Financial Planner located in Indianapolis, IN serving teachers, administrators, & other K-12 education professionals.
Thomas Farrer is an Indianapolis, IN fee-only financial planner. An Exceptional Life Financial provides comprehensive and objective financial planning to help teachers and their families organize, grow and protect their assets through life’s transitions. As a fee-only, fiduciary, and independent financial advisor, Thomas Farrer is never paid a commission of any kind, and has a legal obligation to provide unbiased and trustworthy financial advice.
Thomas Farrer is a fee only financial planner at An Exceptional Life Financial located in Indianapolis, IN. Tom is committed to making a difference by specializing in financial planning for teachers to help them simplify the complex, achieve their goals, and live exceptional lives.
Tom became a Certified Financial Planner™ in 2019 and his commitment to his clients' best interests is solidified with his membership with The National Association of Personal Financial Advisors (NAPFA). Tom currently serves on the Board of Directors for Shepherd's Center of Hamilton County, a non-profit organization that promotes and supports independent lifestyles for seniors, and has given of his time in the past to The Julian Center as Chair of the Economic Stability Team.
Thomas Farrer is a Member of the National Association of Personal Financial Advisors
The National Association of Personal Financial Advisors (NAPFA) is a 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.
Do you ever feel like you're not accomplishing everything you could be when it comes your finances?
Despite what you may hear out there, teachers' finances are unique and that brings a complexity that can be difficult to address without time and expertise to handle it. Between the time it takes to do everything you do to be a great teacher, the time you devote to your family, and hopefully, some time to simply enjoy life, there's usually not much left to focus on your finances.
Wouldn't it be great if there was an affordable, teacher-focused expert you could trust to help you with everything from the mundane, like budgeting & insurance, to the complex, like retirement planning, your pension, & investments?
If you answered yes, we're glad you're here... because you've found exactly that. We're here to help you get on the right financial path and stay there, so you can effectively manage, grow, and protect your finances, while still feeling like you have the time to enjoy life. Whether you're a brand new teacher or a veteran with 30+ year of experience, we can help you:
- Spend, save, and invest wisely
- Tackle debt
- Protect your loved ones
- Plan for a successful retirement
- And much more...
Schedule an introductory session with us today. It's complimentary, no-obligation and in 45 minutes we'll answer your questions and teach you how we can help you take control of your finances!
Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.
Specialties
- Financial Planning for Teachers
- Retirement Planning
- Investment Management
- Comprehensive Financial Planning
Ideal Clients
- K-12 Teachers & Administrators
- College/University Professors
- Retirees and Near Retirees
- Growing Families
Working Together
- In-Office Meetings
- Virtual Meetings
- Clearly Defined Fees
- No Product Sales
- Complimentary Initial Consultation
Professional Designations & Affiliations
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Thomas Farrer is a NAPFA-Registered Financial AdvisorThe National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors—highly trained professionals who are committed to working in the best interests of those they serve.
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Thomas Farrer is a CERTIFIED FINANCIAL PLANNER™ Professional - Click for VerificationCFP® 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.
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Thomas Farrer is a Chartered Retirement Planning Counselor℠ (Learn More)The Chartered Retirement Planning Counselor℠ or CRPC® designation is a premier retirement planning credential. The CRPC® program covers all aspects of the retirement process in a single comprehensive program with no product or advising biases.
Contact Thomas Farrer
Office Locations:
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5455 W 86th St.
Suite 165
Indianapolis, IN 46268
