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Client Process

Meeting Expectations

Introduction

Lets get to know each other and see if we're a good fit to continue conversations.

Planning

Beginning to learn the wisdom and information that is pertinent to your life to help maximize confidence in your decision making.

Maintenance

Continued regular check ins and updates as your life continues to ensure our actions remain in alignment with our goals.

Discovery

We'll take time to understand your goals and your current actions and check if they are in alignment.

Action

Starting to take steps to begin to implement and take action on the decisions you planned for.

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Financial Advisor

Faith, Family, & Finance

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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 FINRASIPC. 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.

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