Products & Services
Jim Farhadi helps individuals, families and businesses focus on protection and long-term wealth strategies, leveraging the power of earned income in the early years. Financial decisions made in the early stages tend to have the greatest impact on your financial wealth creation future. We strive to get your money to work harder for you. The services we offer assist you in your personal finance decisions. We offer a full array of financial products and services that, as part of your overall financial strategy, can help you achieve your goals.
As Registered Representative and Investment Advisor Representative of OneAmerica Securities, Inc., a Registered Investment Advisor, and a licensed insurance agent, Jim Farhadi offers a variety of financial products and services that are designed to help you plan for a secure financial future. These include:
Fee-Based Financial Planning
Retirement Planning
Business Planning
Estate Conservation
Fixed and Variable Annuities
Variable and Traditional Life Insurance
401(k) and Other Company-Sponsored Plans
Disability Income and Other Insurance
Asset Management Accounts
Mutual Funds
Wrap Fee Accounts
Education Planning
Brokerage Accounts
Deferred Compensation Programs
Buy-Sell Plans
Life Insurance for Key Persons
Asset Allocation Strategies