OneIndiana Financial Group

08/24/2026

A little friendly competition, a lot of laughs, and some great team time! 🏓

We traded our desks for the pickleball courts and had a blast getting outside, connecting, and enjoying some time together. It’s always better when you work with people who know how to have fun, too! 🙌

08/12/2026

Back-to-School Financial Lessons 📚💰

As the kids head back to school, it’s a great time to teach them lessons that will last far beyond the classroom.

A few family financial conversations to have this school year:

🎓 Talk about college savings — 529 plans and other savings strategies can help families prepare for future education costs.

💵 Teach budgeting — Give kids age-appropriate opportunities to manage money, save, spend, and make choices.

🎯 Set savings goals — Whether it’s a new pair of shoes, a car, or college, help them understand the value of working toward a goal.

📈 Introduce investing — Explain how money can grow over time and why starting early matters.

🏦 Make financial planning a family conversation — The habits kids learn today can shape their financial future tomorrow.

Back-to-school season isn’t just about new classes and new routines—it’s also an opportunity to build lifelong financial lessons.

What financial lesson are you teaching your kids this year?

08/04/2026

Welcome to the OneIndiana family, Declan Golden, Matt Schmitt and Dominic Turner!👏

Please join us in welcoming our newest full-time Career Agents to the team! We are excited to watch them begin this next chapter as they build meaningful careers, serve families, and make a lasting impact in the communities around them.

We are proud of the commitment, passion, and purpose they bring to our team. Welcome aboard — we’re excited to see all that you will accomplish!🎉

07/28/2026

☀️ Meet the Team: Summer Favorites Edition! ☀️

At OneIndiana Financial Group, we're passionate about helping our clients plan for the future—but when we're away from the office, we're soaking up all the fun that summer has to offer!

🍔 Favorite Summer Food: Burgers, Nachos and Sweet Corn
🏖️ Favorite Vacation Spot: Anywhere with water! The Caribbean, Hilton Head, Lake Wawasee...
⛳️ Favorite Activity: Golf and Hanging with Friends & Family
🍦 Favorite Treat: Ice cream or Watermelon on a hot day

We believe strong relationships are built by getting to know the people behind the numbers. We'd love to hear from you—what's YOUR favorite thing about summer? Share it in the comments below! ⬇️

07/21/2026

We had an incredible time at the 2026 OneAmerica Leaders Conference in beautiful San Antonio! It was an honor to celebrate another year of growth, success, and the outstanding professionals who continue to raise the bar.

A special congratulations to:
🏆 Eric Fritz – #4 Agent in the Country
🏆 Brandon Willett – #8 Agent in the Country

We're also proud to recognize all of our 2026 Leaders Conference qualifiers:

⭐ Dean Harder
⭐ Jake Fisher
⭐ Jesse Moline
⭐ Mason Webb
⭐ Nate McCardell
⭐ Rich McDonald
⭐ Samm Hayes
⭐ Tyler Bensen

Your dedication to serving clients with excellence and integrity is what makes our team so special. Congratulations to each of you on this well-deserved achievement!

Here's to celebrating success, building stronger relationships, and looking forward to an even greater year ahead. 👏

07/15/2026

🤔 Retirement is one of the biggest financial transitions in life, and it often comes with a lot of questions.

Here are a few we hear most often:

✅ When can I afford to retire?
✅ How much money will I need?
✅ When should I start taking Social Security?
✅ Will my savings last throughout retirement?
✅ How do I plan for healthcare expenses?
✅ What happens if the market drops after I retire?

The good news? You don't have to figure it out alone.

At OneIndiana Financial Group, we're here to help you create a retirement strategy that gives you confidence and clarity for the years ahead.

📞 Ready to start planning your future? Let's talk.

07/07/2026

06/25/2026

📅 Mid-Year Check-In: Are Your Financial Goals on Track?

It's hard to believe we're already halfway through the year!

Now is the perfect time to pause and evaluate your financial goals. Whether you're focused on retirement, paying down debt, growing your investments, saving for college, or building an emergency fund, a mid-year review can help ensure you're headed in the right direction.

Ask yourself:
✔️ Have I made progress toward my goals?
✔️ Have any of my priorities changed?
✔️ Am I saving and investing consistently?
✔️ Do I need to make any adjustments before year-end?

Small course corrections today can make a significant impact tomorrow.

If you're unsure where you stand, we're here to help. Let's review your progress and make sure your financial plan continues to align with your goals.

06/18/2026

⛳ OneIndiana Financial Group's 6th Annual Charity Golf Outing⛳

Join us on September 3, 2026, at the Golf Club of Indiana!

This year, we are honored to partner with Isaiah 117 House – Marion County, with 100% of proceeds benefiting their mission of providing a safe, comforting place for children awaiting foster placement.

We offer a variety of sponsorship levels to fit businesses of all sizes.

Together, we can make a difference—one swing at a time.🏌️‍♂️

Register here to play or sponsor-->https://forms.gle/bYhThCvBvMou28GG9