Core Licensing
Our Financial Services Professionals combine their education in financial services with their knowledge of the ever-changing insurance industry landscape to provide you with solutions for your unique situation. All Financial Services Professionals must pass comprehensive exams to obtain a license to sell products and/or offer advisory services in your state.
To better understand the nature of our services and how we are compensated, we encourage you to review our Customer Relationship Summary. This document provides essential information to help you make informed decisions about your financial relationships.
Transparency is vital in the financial industry. You can check the background and credentials of any of our financial professionals through FINRA’s BrokerCheck. This tool allows you to verify licenses, experience, and regulatory history.
Please note that not all agents, representatives, or advisors at Four Pillars Financial Group have the same licensing or offer the same range of services. Our ability to offer specific insurance or securities products depends on the individual representative’s licensing and the regulations of your state of residence. We currently have a primary geographic focus on the greater San Antonio, TX area and the wider South/Central Texas region.
Support
Our advisors at Four Pillars Financial Group help clients navigate retirement planning challenges by providing a clear roadmap for life. We focus on income assessment and strategic tax withdrawal strategies to ensure lasting peace of mind.
We offer a complete range of holistic services including Life, Disability, and Long Term Care insurance, as well as Business Planning, Estate Preservation Planning, and dedicated strategies like Infinite Banking.
You should look for professionals who have passed comprehensive exams to obtain state licenses. Our founders hold credentials such as FICF, Series 6, 63, 65, 26, and are Licensed Life & Health Insurance Brokers.
We understand the complexities of business planning that focuses on ownership and control. Our team helps entrepreneurs implement tax-efficient strategies and wealth transfer plans, allowing you to build your business your way while securing your family's future.
Our non-proprietary approach means we are not tied to a single company's products. We have the flexibility to search the entire market to find suitable insurance and investment solutions that truly fit your unique situation, rather than forcing a "one-size-fits-all" approach.
To prepare for an efficient and productive personal financial analysis (aka. “financial well check”), please bring or have online access to current financial statements, insurance policy details, and be ready to share your primary financial goals.
Check the background of this firm on FINRA’s BrokerCheck.
OneAmerica Financial® is the marketing name for the companies of OneAmerica Financial.
*Securities offered through OneAmerica Securities, Inc., a Registered Investment Advisor, Member FINRA, SIPC. Midwest Legacy Group is not an affiliate of OneAmerica Securities or the companies of OneAmerica and is not a broker dealer or Registered Investment Advisor.
Four Pillars Financial Group may conduct life insurance and securities business in Texas and may be licensed in other states. Financial professionals cannot conduct life insurance or securities business in states in which they are not licensed. This content should not be construed as an offer for the sale of insurance or securities products in unauthorized states or countries.
Provided content is for overview and informational purposes only and is not intended and should not be relied upon as individualized tax, legal, fiduciary, or investment advice. Neither OneAmerica Securities, the companies of OneAmerica Financial, Four Pillars Financial Group, nor their representatives provide tax or legal advice. For answers to specific questions and before making any decisions, please consult a qualified attorney or tax advisor.
Investing involves risk which includes potential loss of principal. Guarantees are subject to the claims-paying ability of the issuing insurance company. Not affiliated with or endorsed by the Social Security Administration, the Centers for Medicare & Medicaid Services, or any other governmental agency. Access OneAmerica Securities Form CRS.
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