Best Case Financial

Fillmore, Indiana

5.0 (1 reviews)
Call (765) 720-0299 Visit website →

About

Best Case Financial is a fee-only advisory firm in Fillmore, Indiana, led by CFP® professional Alan Skillern. The firm offers three service tiers: life event planning (one-time engagements for specific milestones), investment management at 1% annually with no minimums, and comprehensive ongoing wealth management with quarterly fees ranging from $750–$2,500. As a fiduciary that does not earn commissions or sell insurance, the firm emphasizes transparent advice centered on clients' financial priorities and coordinates with external specialists for services outside its scope.

Firm details

Languages
English
Hours
Sunday: Closed, Monday: 9AM-5PM, Tuesday: 8AM-5PM, Wednesday: 9AM-12PM, Thursday: 8AM-5PM, Friday: 9AM-4PM, Saturday: 12-3PM
SEC registered
No

Professional credentials

CFP

Certified Financial Planner

Comprehensive financial planning certification requiring extensive education, examination, experience, and ethical standards

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