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Disclaimer

An Exceptional Life Financial, LLC (“AELF”) is a registered investment advisor with the Securities & Exchange Commission offering advisory services in throughout the United States and headquartered in Indianapolis, IN. AEL Wealth Management and Teach Plan Retire are registered doing business as "dba" names of AELF. Registration does not imply a certain level of skill or training. The presence of this website on the Internet shall not be directly or indirectly interpreted as a solicitation of investment advisory services to persons of another jurisdiction unless otherwise permitted by statute. Follow-up or individualized responses to consumers in a particular state by AELF in the rendering of personalized investment advice for compensation shall not be made without our first complying with jurisdiction requirements or pursuant an applicable state exemption.

All written content on this site is for information purposes only. Opinions expressed herein are solely those of AELF, unless otherwise specifically cited. Material presented is believed to be from reliable sources and no representations are made by our firm as to other parties’ informational accuracy or completeness.  All information or ideas provided should be discussed in detail with an advisor, accountant or legal counsel prior to implementation.

Our current disclosures are available below:

Form ADV Part 2A & Part 2B

Form ADV Part 3 - Form CRS 

More information can also be found through the Investment Advisor Registration Depository here: https://adviserinfo.sec.gov/firm/summary/288742