top of page
Indianapolis.jpg

Individual Services

Stages of Wealth Lifecycle

Creation

Starting the journey of saving, creating responsible habits, and beginning to accumulate wealth.

Experience

Enjoying the fruits of our labor, accomplishing our saving goals, and reaching financial freedom.

Preservation

Stewarding the resources we have accumulated, and protecting our wealth over long periods of time.

Transfer

Practicing generosity and giving, and preparing our wealth to smoothly transition to the people we care about.

Examples of planning conversations

Investments Planning
Retirement Planning
Long Term Care Protection
Life Insurance
Giving Planning
Estate Planning
Logan Wheeler Logo
Financial Advisor

Faith, Family, & Finance

FINRA Broker Check
OneIndiana Financial Group Logo

OneIndiana Financial Group is a general agency appointed with the inurance companies of OneAmerica Financial

Securities offered through OneAmerica Securities, Inc., a Registered Investment Advisor, Member FINRA, SIPC. OneIndiana Financial Group is not an affiliate of OneAmerica Securities or the companies of OneAmerica Financial and is not a broker dealer or Registered Investment Advisor.

OneIndiana Financial Group may conduct life insurance and securities business in Indiana and may be licensed in other states. Financial professionals cannot conduct life insurance or securities business in states in which they are not licensed. This content should not be construed as an offer for the sale of insurance or securities products in unauthorized states or countries.

Provided content is for overview and informational purposes only and is not intended and should not be relied upon as individualized tax, legal, fiduciary, or investment advice. Neither OneAmerica Securities, the companies of OneAmerica Financial, OneIndiana Financial Group, nor their representatives provide tax or legal advice. For answers to specific questions and before making any decisions, please consult a qualified attorney or tax advisor.

Investing involves risk which includes potential loss of principal. Guarantees are subject to the claims paying ability of the issuing insurance company.

Not affiliated with or endorsed by the Social Security Administration, the Centers for Medicare & Medicaid Services, or any other governmental agency.

Access OneAmerica Securities Form CRS.

bottom of page