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Financial Services

Corporate Clients

  • Retirement Plans
    • 401(k) / Profit Sharing
    • 403(b)
    • SIMPLE
    • 457 Deferred Compensation

Securities and Insurance Products and Services:

 Are Not FDIC or any other Government Agency Insured Are Not Bank Guaranteed   May Lose Value

Registered Representative of and securities offered through OneAmerica Securities, Inc., Member FINRA, SIPC, a Registered Investment Advisor. 9229 Delegates Row, Ste. 190, Indianapolis, IN 46240, (317) 573-3838.  Insurance Representative of American United Life Insurance Company  ® (AUL) and other insurance companies. Innovative Financial Services and Heritage Advisory Group are not affiliates of OneAmerica Securities, Inc. or American United Life and is not a broker dealer or Registered Investment Advisor.

American United Life Insurance Company, is licensed and authorized to conduct life insurance business in every state of the United States, except New York.  Innovative Financial Services has agents who are licensed and authorized to conduct life insurance business in Indiana, Ohio, and Michigan. Innovative Financial Services also has agents who are licensed and authorized to conduct securities related business in Indiana, Ohio, Florida and Michigan.  This website is in no way to be construed as an offer for the sale of insurance or securities products in unauthorized states or countries.

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