Mychal Eagleson, CFP®, ChSNC®, AAMS® An Exceptional Life Financial
Mychal pledges to sign a fiduciary agreement with clients.
Hello! My name is Mychal Eagleson, I'm a Certified Financial Planner™ and President of An Exceptional Life Financial, a firm dedicated to financial planning for teachers. I started An Exceptional Life Financial because my wife is a teacher and over the years I noticed the options available to her, especially her 403(b), were pretty bad. Plus, the recommendations provided by the advisors that came into her school were more focused on selling her products than actually guiding her. So, I made it my mission to become an expert in financial planning for teachers and provide you with the best options and advice available. I'm proud to say I'm a fiduciary, putting your best interests ahead of anything else, and that I'm fee-only, meaning I don't sell any financial products or accept commissions or kick-backs. I'm passionate about helping teachers utilize their finances to live exceptional lives and always remember that being married to a teacher means teacher finances are my own finances.
I began my career in the financial services industry 2008 and since then have provided financial planning and investment management to clients throughout the Midwest. I’ve worked for multiple financial firms over the years, including two Fortune 500 companies and a dedicated Private Client Group. I earned the Accredited Asset Management Specialist designation from the College for Financial Planning in 2011, my Bachelor of Science in Management from Indiana Wesleyan University in 2012, a Certificate in Financial Planning from New York University and the Certified Financial Planner™ designation in 2013. I also hold the Chartered Special Needs Consultant designation, which I earned in 2017. Along with financial planning, I currently serve on the Board of the Financial Planning Association of Greater Indiana as the Director of Public Relations & Social Media and on the Board of the Pike Township Education Foundation as the Chair of the Strategic Planning Task Force and as a member of the Finance Committee.
If you’re searching for a financial professional who is committed to working with teachers and an expert in the unique aspects of your finances, I'd love to talk to you.
- Hourly rate
- Annual retainer
- AUM Fee
- 10 years of financial experience
- 7 years of financial planning or investment management for individuals
- Firm has been in business for 1 years