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Full-Service Financial Planning

Client Centered

Whether you’re planning for college, retirement, or a new business venture, OneIndiana Financial Group is ready to help. With a broad range of products and services, we offer sound, custom services for all your financial planning needs.

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Financial Planning 

Personal and creative custom services including investing, insurance, annuities, IRAs, retirement, lifestyle changes, giving, and education.

Business Planning 

All aspects of business planning from insurance to buy-sell agreements, and much more.

Retirement Planning 

Efficient planning and creative services for this important stage of life.

Special Needs Planning 

Various services of all types including options for retirees, plans for financing and saving for education, and general and specific future purchase needs.