—— RETIREMENT CONCERNS?
Protect what
you've built.
Tailored financial strategies that help you grow family wealth, reduce risk, minimize taxes, and pass it on to the next generation — guided by an advisor who knows your name.
No cost · No obligation · Free consultation
—— We focus on you
Customized financial solutions,
built around your life.
Customized financial solutions, built around your life.
01 — Strategy
Customized solutions
We help you develop tailored strategies that grow family wealth and pass it on — reducing risk, increasing growth potential, and minimizing taxes to meet your objectives.
02 — Tax
Tax-advantaged accounts
Learn how to set up an account that can grow tax-deferred and be accessed tax-free. We show you how successful families pass on wealth in a tax-efficient way.
03 — Access
Growth potential & access
Take control of your financial future with a plan that accounts for market fluctuations and downturns — without relying on Wall Street to dictate your success.
—— The conductor's approach
Generational
wealth building.
We create personalized plans by selecting and combining financial instruments strategically — much like a conductor leads an orchestra.
We weigh your current stage in life — just starting out, mid-career, or approaching retirement — to carefully balance risk and security with the goal of optimizing your wealth. Let's find the plan that fits you and your retirement goals.
2005
Advising clients since
100%
Paperless & virtual
3
FINRA qualifications
—— Key components
Six pillars of a resilient plan.
Protection
Protect your wealth from market downturns and volatile fluctuations with experienced guidance at your side.
Savings
Access your wealth at an affordable rate, optimizing your benefits so you can live life to the fullest in retirement.
Growth potential
Peace of mind from a guaranteed death benefit, or a guaranteed fixed rate of return through an insurance company.
Control
A plan that reduces your tax burden, protects your assets, and establishes tax-free distributions for you and your family.
Cash flow
Establish a steady stream of retirement income designed to last for the full duration of your life.
Legacy
Carefully transfer wealth from one generation to the next, creating a legacy that benefits your loved ones for years to come.
"Financial planning & wealth
management for today's investor."
"Financial planning & wealth management for today's investor."
You've worked hard to get where you are — but you know there's more to
be done. We develop solutions for your whole financial life, designed to
increase your wealth potential.
—— Financial services
A complete toolkit for every stage.
Insurance
Life Insurance
We help determine a suitable amount of coverage for an individual, family, or business to protect against unexpected losses.
Income
Annuities
Tailored annuities let you access your wealth at a manageable rate, designing retirement income so you can enjoy life without worry.
Investing
Mutual Fund Investing
Access popular mutual fund options. We identify your goals and determine which fund types may suit your situation.
Care
Long-Term Care
Learn about funding options as part of an overall plan — reducing stress and improving quality of life for your loved ones.
Premium
Premium Financing
Tailored annuities let you access your wealth at a manageable rate, designing retirement income so you can enjoy life without worry.
Management
Money Management
We collaborate with some of the largest institutional managers in the country for reliable, straightforward portfolio management.
Protection
Disability Insurance
Is your coverage enough if you need it? We structure a policy that gives you peace of mind that you'll be taken care of.
Planning
Retirement Planning
Assistance planning for retirement — saving for future expenses, healthcare, and the cost of daily living.
Rollovers
IRA / 401(k) Rollovers
Considering rolling a 401(k) into an IRA after leaving a job? We assist you with the process at no cost.
Prior to rolling over plan assets to an IRA, carefully consider factors such as investment options, fees and expenses, services, penalty-free withdrawals, protection from creditors, required minimum distributions, and employer stock — depending on your needs and circumstances.
—— How to get started
Three simple steps.
01
Free consultation
Arrange a free, straightforward consultation — a 15-minute call to learn what you're looking for and whether we're a good fit.
02
Customize your plan
We work together to determine your financial goals and tailor a plan that fits your retirement and your family's future.
03
Implement & enjoy
Put your customized plan into action in a phased, orderly way — and enjoy the confidence of a well-built financial future.
—— Your next chapter ——
Take control of your
financial future.
Take control of your financial future.
Let's start with a free, no-obligation conversation about where
you are and where you want to go.
Let's start with a free, no-obligation conversation about where you are and where you want to go.
Personalized, paperless financial guidance for individuals, families, retirees, and business owners across Texas.
CA Insurance License
Serving clients virtually & in Texas
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Securities offered through OneAmerica Securities, Inc., a Registered Investment Advisor, Member FINRA, SIPC. Laake Financial Advisors is not an affiliate of OneAmerica Securities or the companies of OneAmerica Financial and is not a broker dealer or Registered Investment Advisor.
Laake Financial Advisors may conduct life insurance and securities business in Texas 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, Laake Financial Advisors, 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. The use of asset allocation or diversification does not assure a profit or guarantee against a loss. 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.
INSURANCE AND INVESTMENT PRODUCTS: NOT A DEPOSIT. NOT FDIC/NCUA INSURED. NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY. NOT GUARANTEED BY ANY BANK OR CREDIT UNION. MAY LOSE VALUE.
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