Advisor at Best Case Financial
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I'm Alan Skillern. I'm from a tiny town in west central Indiana. My goal is to help people just like I help my family. I'm a CFP® professional and I picked up my MBA while I was at Ball State. I've worked in a few firms but I never sold a financial product or taken a commission. I don't have any desire to push products to people who are looking to secure their family's future. I have picked up a set of skills, including: a deep knowledge of estate planning, mindfulness around taxes, and the ability to build a killer financial plan.
Best Case Financial is built around the idea of neighbors helping neighbors. I've seen too many cases of people being treated un-neighborly and I want to do my part to tip the scale in the other direction.
1%
1% of Investable Assets for Total Wealth Planning, $3,000 minimum fee
Fillmore, IN
Indiana
Best Case Financial LLC
2025 - Present (1 year)
N/A
2024 - 2024 (1 year)
Delta Wealth Advisors, LLC
2020 - 2023 (3 years)
Cortland Capital Market Services
2019 - 2020 (1 year)
N/a
2019 - 2019 (1 year)
Valeo Financial Advisors
2018 - 2019 (1 year)
Integrated Planning and Wealth Management
2017 - 2017 (1 year)
N/a
2010 - 2018 (8 years)
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Is not active or affiliated with:
Insurance agent
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Broker-dealer / trader
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Bank
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Trust company
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Fund sponsor
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
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Real estate agent
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