Wealth Management Strategies

We start and end with your goals. Once we know what you want out of life- for yourself and your family- we evaluate where you are relative to these goals. We can then recommend strategies to get you where you want to be. But we don't stop there. We help you implement our recommendations. And, we watch over your plan so that you can live your life. We continually monitor your financial situation to help you remain on track to achieve your goals. Your goals remain the centerpiece of our recommendations and strategies. As an Investment Advisor Representative of OneAmerica Securities Inc. we employ various tools to help guide you through the planning process.

Please click on this link for a visiual representation of our process in detail Wealth Management Strategies - Our Planning Process

• Who We Are
• Life In A Box
• Let's Look Foward
• What's In A Number

      Wealth Management Strategies for Target Markets:

• Business Owner
• CPA
• Law Enforcement
• Financial Planning
• Physician

Client Education

• EDU Asset Allocation
• EDU College Savings
• EDU Economic Reality
• EDU Eldercare
• EDU Investment Policy Statement
• EDU Retirement
• Trusts

To access your annual Wealth Management Solution click here.

Thank you for putting your trust and confidence in me!

Jim Farhadi