Our Associates

Kevin Clasen Indianapolis, IN

Kevin Clasen

Title: Special Care Planner

Email:

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.
CA Insurance License Number: 0F96018

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

Featured News

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.

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WestPoint Hosts a Night at the Haunted House at the Children's Museum

Published Thursday, October 16, 2014

 

 

 

 

 

 


(Thursday, October 16, 2014) – WestPoint Financial Group, hosted its 4th annual Night at the Haunted House this past October

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WPFG Sponsors BarnRaisers Charity Golf Tournament

Published Monday, September 22, 2014


(Monday September, 22, 2014) WestPoint Financial Group served as the Title Sponsor for the 3rd Annual BarnRaisers Charity Golf Tournament held at Wolf Run Golf Course in Zionsville, IN.

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