Nancy Cunning, CFP®

Nancy Cunning, CFP® - MBA

CERTIFIED FINANCIAL PLANNER™ Practitioner
Registered Representative

3610 River Crossing Pkwy
Suite 200
Indianapolis, IN 46240

Phone: (317)574-2930
Fax: (317)573-5113
E-mail:

  • Special Needs Planner - MetLife Center for Special Needs Planning: A specially trained professional who assists families plan for the financial future of their children with special needs.
  • Leaders Conference Qualifier: A company honor awarded annually to those Financial Services Representatives who have successfully demonstrated the ability to attract, develop, and retain clients by helping them meet their financial security needs.

As a CERTIFIED FINANCIAL PLANNER™  Practitioner, Nancy concentrates on comprehensive financial planning for her clients.  She incorporates retirement planning, investment planning, tax planning, risk management, and estate planning into her client relationships.  Her designation as a Special Needs Planner also allows her to focus on estate planning for families who have dependents with special needs.  Being the parent of a child with special needs, Nancy is sensitive to the issues these families face and is committed to ensuring that they plan effectively.

In addition to comprehensive financial planning, Nancy has additional expertise in divorce financial analysis and works extensively with clients and their attorneys as they navigate their way through the divorce settlement process.  Once the divorce is complete, she assists clients in building new roadmaps toward financial security.  She also works extensively with small business owners who desire to desire to accumulate wealth in order to meet their personal and business goals.
 
Nancy is often a speaker on Estate Planning for Special Needs Families, Financial Planning Strategies, Planning for Retirement, and the Financial Implications of Divorce.  She serves on the Board of Directors of the Central Indiana Chapter of the Society of Financial Service Professionals (SFSP), is a member of the Financial Planning Association (FPA), the Institute for Certified Divorce Financial Analysts, and the National Association of Professional Women.
 
Giving back to the community is important to Nancy.  She serves on the Board of Directors for Tangram, a nonprofit organization supporting individuals with disabilities, and serves on the Special Needs Ministry team of Second Presbyterian Church.
 
Nancy is a graduate of DePauw University and received her MBA in Finance from Indiana University.
 

 

 

New England Financial, its agents, and representatives do not provide tax or legal advice. Please consult your tax advisor or attorney for such guidance.