—— Investment strategies

A guide for today's market.

Our approach pairs advanced simulation and optimization technology with professional human analysis — building a custom portfolio designed to meet your individual needs. The same institutional-grade strategies used by large institutions, in your corner.

—— Our guiding principle

Five commitments that shape every portfolio.

01 Tailored specifically to your unique financial goals and objectives.

02 Diversified across a wide range of asset classes and sectors to reduce risk.

03 Systematic, thorough quantitative analysis, supported by extensive research.

04 Built to empower everyone to take control of their financial future.

05 Balancing return potential, tax efficiency, and risk over the long term.

—— A holistic approach

Every part of your financial life, connected.

To achieve optimal success, it's crucial to understand how investments, taxes, insurance, retirement, and estate planning are interconnected. Your dedicated planner works closely with a team of professionals to integrate these elements — giving you a unified view of your situation and revealing new opportunities to grow, protect, and preserve your wealth.

—— What we can do for you

Wherever you are on the journey.

Growth

Growth potential

Build a portfolio that aligns with your goals, timeline, and personal tolerance for risk.

Resilience

Preserving wealth

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

Retirement

Planning for retirement

A comprehensive plan that helps you maintain the lifestyle you desire, both now and long-term.

Family

Providing for family

Support a loved one's education or care for aging family without compromising your own stability.

Legacy

Managing my estate

A sound legacy and estate plan protects your loved ones and preserves your values for the future.

Business

Growing my business

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

—— Risk is inherent ——

But you can plan for it.

We carefully evaluate and model both the potential risks and returns of each opportunity. This requires a bespoke approach — not one-size-fits-all. We actively monitor and manage risk, regularly adjusting and rebalancing portfolios, to help ensure you're well-prepared for market fluctuations.

Personalized, paperless financial guidance for individuals, families, retirees, and business owners across Texas.

CA Insurance License
Serving clients virtually & in Texas

Connect

936·520·7287

No cost. No obligation.

Free consultation.

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.