Our Strategy

A Different Approach

We employ a personal macroeconomic approach when addressing our clients’ financial planning goals. Our process is different from the traditional linear approach that focuses on “needs.” The problem with needs-based approach is that when a goal or need is met, it often changes. Plus, we don’t know what things will cost us in the future. Things change outside of our control.

Our process gives you a personalized road map that helps balance financial growth and risk. By focusing on the flow of money within your macroeconomic strategy, we can tactically align growth potential and risk reduction—all the while focusing on your financial goals for the future.

Contact us to learn more about our unique approach and get started on a path, that you can see and trust, for you and your family’s future.

get in touch

Individuals & Families

As a resource for your family, it’s natural to feel the responsibility of protecting your family’s financial future. You’ve worked hard to provide a quality life for your family. Regardless of where you are in life, no one wants to think about the worries that affect us all — but it’s important to consider the effects that change can have when unexpected events occur. Our associates can help you find answers for the critical questions you have about your family and their future.

Business Owners & Employers

We understand that planning is crucial to the success of your business, no matter the size or scale. That's why we're dedicated to providing you with the support and experience you need to keep your company on the right path towards achieving your goals. Let us help you stay on track and navigate the challenges of running a business.

Retirement Ready

Effective retirement planning can provide you with the peace of mind that you will have enough financial resources to support your desired lifestyle in retirement and avoid outliving your assets. We can help you take proactive steps to plan for retirement that can afford you the opportunity to develop a comprehensive strategy that aligns with your specific goals and objectives.

Building Wealth

It's never too early to start thinking about your financial future and taking steps to build wealth over time. The sooner you take action, the more potential you have to accumulate assets that can help you achieve your long-term goals. OneIndiana understands that it can be challenging to know where to start or how to make the most of your financial options. But we're here to help you navigate the process and take proactive steps to grow your money for the long haul. Whether you're just getting started or looking to check in on your progress, we're here to support you every step of the way.

get in touch