Our Associates

Kevin Clasen Indianapolis, IN

Kevin Clasen

Title: Special Care Planner


Location: Indianapolis, IN

Kevin has served in the financial services arena since 1992. He has developed his practice by advising clients with business and personal succession and transfer strategies. He focuses his practice on family owned business, planning for families with special needs members and succession planning.

He is a graduate of Indiana Wesleyan University with a bachelor’s degree in Business Administration. Kevin continued his professional development by earning the industry designations of Certified Financial Planner (CFP), Life Underwriter Training Council Fellow (LUTCF), Chartered Life Underwriter (CLU), Chartered Financial Counselor (ChFC), Chartered Special Needs Consultant (ChSNC) and Master of Science in Financial Services (MSFS).

Kevin has earned numerous achievement awards, including WestPoint Financial Group Agent of the Year in 2011, Top of Council in 2011 and 2013 and was named to Massachusetts Mutual Life Insurance Company’s (MassMutual) Blue Chip Council in 2008, 2009, 2010, 2011, 2012 and 2013. 

He is also an active member of the Fishers Chamber of Commerce and the Hamilton Southeastern Schools Foundation. He and his wife Shelly have 2 daughters and are actively involved at Church at the Crossing. Kevin is also an avid golfer.

Kevin Clasen is a registered representative of and offers securities, investment advisory services & financial planning services through MML Investors Services, LLC. Member SIPC (www.sipc.org)   Supervisory office 900 East 96th Street, Suite 300 Indianapolis, IN 46240 Phone (317)469-9999. WestPoint Financial Group is not a subsidiary or affiliate of MML Investors Services, LLC or its affiliated companies.

CA Insurance License Number: 0F96018

Learn more about Kevin and Business Planning Specialists at http://businessplanningspecialists.com/

Featured News

WestPoint Financial Group Receives Best Places to Work Award in Indiana and Kentucky

Published Tuesday, May 2, 2017

   Best Place to Work Indiana 2017 logo                Best Place to Work Kentucky 2017 logo

WestPoint Financial Group was awarded as one of Indiana's and Kentucky's Best Places to Work on the Medium size company list.


WestPoint Financial Group Sponsors a Home for Healing

Published Friday, April 28, 2017

WestPoint Financial Group is proud to be a sponsor of Design for a Difference’s Program at The Transformations Center for Healing in Hamilton County!


WestPoint Financial Group has made the 2016 Best Places to Work in Indiana finalist list!

Published Tuesday, February 16, 2016

(Tuesday, February 16, 2016) WestPoint Financial Group is has been selected as one of the Best Places to work in Indiana for 2016.