Our Services

We serve individuals and businesses in all areas of financial management, including:

• Retirement services
  Making the most of your employer-sponsored retirement plans and IRAs. Determining how much you need to retire comfortably. Helping you manage your assets before and during retirement.
   
• Tax management
  Looking for ways to help reduce your current and future tax burden. Referring you to qualified tax specialists.
   
• Estate strategies                                                                                                                      Helping preserve your estate for your intended heirs. Helping with beneficiary designations. Reducing exposure to estate taxes and probate costs. Coordinating with your tax and legal advisors. 
   
• Risk management
  Reviewing existing insurance policies. Recommending policy changes when appropriate. Finding a suitable policy for your situation. 
   
• Education funding
  Recommending investment and accumulation strategies to help you pay for your children's education. 
   
• Investment strategies
  Determining your asset allocation needs. Helping you understand your risk tolerance. Recommending the appropriate investment vehicles to help you reach and exceed your goals. 
   
• Employee and executive benefits
  Helping your business attract and retain qualified employees through benefit packages.

* Neither OneAmerica Securities, Inc. nor its representatives provide tax or legal advice.  For answers to your specific questions please consult a qualified attorney or tax advisor.