Broker Check

Our Services

Individual/Family Benefits

  • Retirement Income Strategies
  • Estate Planning Strategies
  • Tax Strategies
  • College Funding Strategies
  • Charitable Giving
  • Defined Benefit Strategies
  • Fee only financial planning
  • Lump Sum Distributions

Employer/Executive Strategies

  • Group Health, Life, Dental, & Disability
  • Group Long Term Care Insurance
  • Defined Benefit Strategies
  • Deferred Compensation Programs
  • Business Succession Strategies
  • Key Employee Insurance
  • Buy-Sell Agreements
  • 401(k)/403(b)/Pension Programs

 

Wealth Protection

  • Annuities (SPIA, Var., Fixed, Indexed)
  • Life Insurance
  • Disability Income Insurance
  • Long Term Care Insurance
  • Medicare Supplements
  • Investments
  • Stretcg IRA's

Wealth Creation

  • Investment Strategies
  • Unit Investment Trusts
  • Mutual Funds
  • Managed Accounts
  • IRAs/Roth IRAs

Seminars & Workshops

  • Estate Planning in an Uncertain Tax Environment
  • 401(k) Retirement Strategies
  • Asset Allocation
  • College Funding: 529/Coverdell
  • Investment Fundamentals
  • Retirement Investment Strategies

 

To Request a Quote on our service, please click here

 

 

Registered Representative of and securities offered through OneAmerica Securities, Inc., Member FINRA, SIPC, a Registered Investment Advisor. Insurance Representative of American United Life Insurance Company® (AUL) and other insurance companies. Clarus Wealth Management is not an affiliate of OneAmerica Securities or AUL and is not a broker dealer or Registered Investment Advisor.