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Texas Direct Access
  • Home
  • Insurance
  • Investing
  • Retirement
  • Get a Quote
  • Contact Us
  • ABOUT US

Investment Strategies

To stay ahead in the fast-paced world of investing, you need a guide who can navigate the ever-evolving market landscape. Our customized approach pairs advanced simulation and optimization technology with professional human analysis to create a custom portfolio that is designed to meet your individual needs. By leveraging the same institutional-grade strategies used by large financial institutions, we empower individual investors like you to make informed decisions and achieve your financial goals.

THIS IS OUR GUIDING PRINCIPLE

  1. Our investment approach is specifically tailored to your unique financial goals and objectives.
  2. Our portfolios aim to provide diversification across a wide range of asset classes and sectors, reducing risk.
  3. We use a systematic and thorough quantitative analysis, supported by extensive research to inform our investment decisions.
  4. Our goal is to empower everyone to take control of their financial future.
  5. Our wealth management approach focuses on striking a balance between return potential, optimizing tax efficiency, and minimizing risk, with the goal of ensuring your financial success over the long-term.

A HOLISTIC APPROACH TO MANAGING WEALTH

To achieve optimal financial success, it is crucial to have a comprehensive understanding of how all aspects of your financial life - investments, taxes, insurance, retirement, and estate planning - are interconnected. Your dedicated financial planner will work closely with a team of professionals to seamlessly integrate these different elements, giving you a unified view of your financial situation and allowing you to discover new opportunities to grow, protect, and preserve your wealth.

WHAT we can do for you

Growth Potential

Planning for Retirement

Preserving Wealth

Your advisor can help you build a portfolio that aligns with your goals, timeline and personal tolerance for risk.

Preserving Wealth

Planning for Retirement

Preserving Wealth

Our advisors possess the tools and knowledge to help you develop a plan that addresses life's uncertainties.

Planning for Retirement

Planning for Retirement

Planning for Retirement

In today's world, it's more important than ever to have a comprehensive plan in place that helps you maintain the lifestyle you desire both currently and in the long-term.

Providing for Family

Providing for Family

Planning for Retirement

You shouldn't have to compromise your own financial stability when supporting a loved one's education or caring for aging family members.

Managing My Estate

Providing for Family

Growing My Business

Creating a sound legacy and estate plan is a vital step in protecting your loved ones and preserving your values and wishes for the future.

Growing My Business

Providing for Family

Growing My Business

Your financial advisor is equipped with the knowledge and resources to assist you with intricate financial planning needs.

RISK IS INHERENT, BUT YOU CAN PLAN FOR IT

Our approach to managing investments is centered around carefully evaluating and modeling both the potential risks and returns of each investment opportunity. We recognize that this requires a bespoke approach, rather than a one-size-fits-all strategy. We actively monitor and manage risk, regularly adjusting and rebalancing portfolios as needed, to help ensure that you are well-prepared for market fluctuations.

CONNECT WITH AN ADVISOR

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. CA Insurance License #0I15758.  

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.  https://oasf.my.salesforce.com/sfc/p/#50000000bbUu/a/TO0000004FQH/LKgM0Q3AyhmGi4qQ_fBYJBWFrcnPtaUk6whq7_Qi5mI

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

https://www.finra.org/

https://www.sipc.org/

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