Individual Clients
| Investments | Insurance | Wealth Management |
|---|---|---|
|
Brokerage Accounts
Retail Funds
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Term Life Whole Life Guaranteed Universal Life Survivorship Life Fixed & Equity Indexed Annuities Health Disability Long Term Care |
Retirement Income Planning Estate Planning Asset Based Advisory Accounts No Transaction Fee Brokerage
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Securities and Insurance Products and Services:
| Not FDIC Insured | No Bank Guarantee | May Lose Value | Not a Deposit | Not Insured by Any Federal Government Agency |
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, Florida 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.
