—— About us
Zach Laake
With a career spanning back to 2005, I've been deeply immersed in the financial services industry, assisting clients at every stage of their journey. My passion lies in problem-solving and giving families the guidance they need to secure their financial futures.
I hold life and health insurance licenses, along with FINRA Series 6, 63, and 65 qualifications, and graduated with a Bachelor's degree from Texas A&M University. I'm happily married and a proud parent to three wonderful children.
2005
In the industry since
6·63·65
FINRA Series
TAMU
Texas A&M alum
—— About Laake Advisors
A new type of financial advice.
Laake Advisors was started so we can provide a new type of financial advice to our clients. We bring together really getting to know our clients and their families with the new virtual world. The majority of our interactions are virtual — and we are 100% paperless.
—— Our process
Start with a complimentary consultation.
We start by providing anyone interested with a complimentary consultation. From there, we discuss if and how our services fit within your family's situation and your lifetime goals.
15 min A phone call to discuss what you're looking for, with a brief introduction of who we are — and whether we'd be a good fit.
30 min A Zoom meeting to discuss in more detail how we can help you achieve your goals.
—— Financial services
A complete toolkit for every stage.
Individuals
Individuals
In your peak earning years, it's important to build positive financial habits that lay a strong foundation for your savings. Whether you're new to investing, established in your career, or planning to retire, we'll develop a plan to help you manage your money.
Families
Families
As a parent, you're pursuing your own aspirations while guiding your children toward theirs. From establishing a 529 plan to researching financial aid and grants, we help you build a personalized portfolio for the college education your child deserves.
Retirees
Retirees
You've worked hard and are ready for relaxation and celebration. The transition from a steady paycheck to living on accumulated wealth can be uncertain. Together, we'll develop a plan to accumulate wealth while you work and ease your transition to a fixed income.
Business Owners
Business Owners
Growing a business is demanding. We help create a financial foundation that cares for your key employees and reduces the impact of unexpected loss — and when it's time to pass the torch, we'll plan your succession and exit strategy.
—— Let's talk ——
Let's see if we're a good fit.
Take control of your financial future.
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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