Market Driver Consulting

Jim Cherco / Semler Financial

The mission of the Semler Financial Group is to assist you in planning effectively and creatively to attain your financial goals and provide for the security of your family and business. Our team of highly professional associates and OneAmerica Financial Group's® products and services backed by 100+ years of financial stability are here to help. SFG was formed from The AUL Tower Agency which began with the joining of two well-established local AUL agencies in 1953. Our professional associates, staff and representatives have, collectively, 200+ years of experience in the insurance industry. Our agency has over one-half billion dollars of life insurance in force, and our clients have entrusted us with over $100,000,000 in annuity investments. We specialize in helping you define your financial goals and assisting you with the development of a plan to ensure their achievement. Like other professionals, our associates draw from each other's expertise to provide you with the best possible advice as you plan.

A Practical Wealth Management Approach for Small Business Owners

If you are interested in:

Building wealth and maintaining the lifestyle to which you have become accustomed.

Lowering your risk level or at least keeping it at the same level.

Reducing the factors that can erode your wealth, such as taxes, inflation and market risk.

If you are interested in learning how this can be done at no additional cost, then we should talk.

You need to figure out how to keep you "buckets" fuller.

Imagine that the money you work so hard to make is kept in buckets and there are holes in the bottom where the money leaks out and disappears.

The holes in the bottom represent the taxes and the fees that you pay.

At Semler Financial, we provide ways to plug a few of those holes so you can keep more money for yourself.