—— Retirement planning
Your next adventure, well planned.
Saving for retirement and living off your savings require different mindsets and discipline. Once you transition to your next chapter, we'll guide you on how to use your investments to fund your life.
—— How we can help
It shouldn't start at retirement.
Retirement planning should start well before — we take a long-term view of your financial wellbeing to help create a life after work that's as well-planned as your life while working.
—— Our approach
A plan for life, and after work.
01
Understand your goals
Through an intensely personalized approach, we discover what your retirement goals are — travel, a new hobby, or time with the people you love — and help you strive for them.
02
Analyze your position
To plan a meaningful retirement, you need to know where you stand. We help you build an in-depth financial inventory as part of the process.
03
Develop your plan
We create a retirement plan that aims to address your goals. You'll understand your investments, what you need to fund your lifestyle, and how to handle any shortfalls.
04
Implement your plan
As you move closer to retirement, we help ensure plans are implemented in a phased, orderly manner — making your transition as seamless and stress-free as possible.
05
Pension & benefit decisions
We're here for advice on government or employer pensions and benefits — when to apply, how to apply, what to do with your funds, and much more.
06
Teaming up, and beyond
A fulfilling retirement considers health care, long-term care, insurance, legacy, and charitable giving. We'll be here whenever you need advice — plus ongoing reviews as your needs evolve.
Ready to plan for life after work?
Take the first step in creating your plan — a free, no-obligation conversation.
Personalized, paperless financial guidance for individuals, families, retirees, and business owners across 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.
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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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