Susan C. Elser / Financial Advisor in Indianapolis, Indiana

EFP provides personalized, confidential financial planning and investment management to individuals, trusts, estates and small businesses. Advice is provided through consultation with our clients and may include: determination of financial objectives, identification of financial problems, cash flow management, tax planning, insurance review, investment management, education funding, retirement planning and estate planning.

Specialties

401K Consulting 401k Rollover 403B Plans Advisory And Investment Management Business Owners Certified Financial Planner CFP ® Charitable Planning College Planning Comprehensive Financial Planning Family Financial Planning Fee Only Financial Advisor Financial Planner Financial Planning Advice And Services Goal Setting High Net Worth Planning Income Tax Planning Independent Investment Advisor Inter-generational Wealth Planning Investment Advice Investment Consulting Investment Management Investment Planning Investment Policy Statements Investment Review And Planning. Investments IRA Legacy Planning Member Of NAPFA Mutual Funds NAPFA Member Passive Investment Strategies Personalized Investment Management And Advice Portfolio Management Registered Investment Advisor Retirement Planning Retirement Planning & Investing Retirement Planning Advice And Services Retirement Planning. Retirement Scenario Planning Retirement Solutions & Planning Rollover Of 401k Or IRA Roth IRA Specialize In Retirement Planning And Retirement Distribution Tax Planning Wealth Management