About

WHETHER IT’S…
A NEW CHILD OR A FIRST GRANDCHILD.
EMBARKING ON LIFE AS A HOMEOWNER OR TIME AS A SNOWBIRD. FUNDING A NEW BUSINESS OR PREPARING TO SELL AN ESTABLISHED ONE. WHETHER YOU’RE FOCUSING ON ONE THING, OR EVERYTHING.

 

LET’S TALK.

What makes One to One Financial Advisors different?
Guidance Focused on You™. Truly individualized solutions. Attentive care over time. We are a team
of seasoned financial and support professionals dedicated to helping you, as our client, to Build your
Success Story™, regardless of your current sophistication and comfort levels. With Guidance Focused
on You, high-level finance industry certifications and a vast array of resources to tap, we guide clients,
delivering individually-focused, flexible, impactful and comprehensive financial advice that addresses all
aspects of their changing needs.

"WHETHER YOU ARE PREPARING FOR A MILESTONE LIFE EVENT, SUCH AS RETIREMENT, THE SALE OF A BUSINESS, OR SIMPLY LOOKING FOR FINANCIAL PROTECTION FOR THE FUTURE, WE PROMISE TO OFFER RELIABLE ADVICE THAT CAN HELP ENSURE YOU GET ON COURSE TO ACHIEVING YOUR GOALS, AND REMAIN ON COURSE AS LIFE UNFOLDS."

Jeff Schankerman

Areas of specialization:

Starting from scratch, whether that means someone new to the workforce, or a client who has let his/her finances run themselves without any real direction

Combining detached elements (random accounts, dormant/inactive investments or money collecting in the bank, old employer plans) into focused, directed strategies

Working with employer plan sponsors to help increase the efficacy of or engagement with their current retirement savings plans through participant education and increased one-to-one interactions

Jeff's Success Story Philosophy:  “Do right by people, treat them the way you would want to be treated and leave every interaction with the person across the table feeling better-educated and more prepared to attain whatever goal is being discussed.  In the interest of full disclosure, I didn’t create this philosophy. It’s how I was raised.”

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Ben Abraham

Areas of Specialization:

Working with clients who have multiple goals, objectives, questions, areas of need

Identifying and creating a plan around the needs of

 

highly-educated professionals, wherever they exist on the spectrum between self-directed, and completely uncomfortable with the process

Providing unbiased second opinions and objective advice.

Ben’s Success Story Philosophy:  Bring your best to the table every time.  Be knowledgeable, work very hard for your clients and NEVER treat anyone like a number.

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Mike Schankerman

Areas of specialization:

Complex Individual Financial Plans

Executive Compensation Strategies (working with individuals,  businesses and groups)

Insurance review and strategy creation

Mike’s Success Story Philosophy:  “Do right by people, treat them the way you would want to be treated and leave every interaction with the person across the table feeling better-educated and more prepared to attain whatever goal is being discussed.  In the interest of full disclosure, I didn’t create this philosophy. It’s how I was raised.”

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David Klaus

Areas of Specialization:

I continually educate myself, both formally, through pursuit of professional certifications, and informally by reading industry journals and keeping abreast of the financial world around us.

Dave’s Success Story Philosophy:  Bring your best to the table every time.  Be knowledgeable, work very hard for your clients and NEVER treat anyone like a number.

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Rick Levy

Areas of specialization:

One to One Financial Advisors oversees a large portion of  retirement savings programs in school systems across Indiana.  I manage those programs for several of those programs. I help teachers and school staff members understand and prepare for retirement, and beyond.

Rick’s Success Story Philosophy:  “My goal is to help people retire comfortably and on their schedule.”

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Andrea Whitican

Areas of Specialization:

My clients often felt that their prior financial professionals seemed primarily interested in doing things that would elicit some sort of compensation.   In me, those clients say that they have found a planner totally focused on their needs.  As we build their Success Stories, we might discuss one specific financial matter and, in working through that primary concern, other needs surface and are addressed.  My process is built around meeting the client’s needs, first, last and foremost.

Andrea’s Success Story Philosophy:  I Put myself in my clients’ positions.  This drives me to constantly deepen and improve my knowledge, array of offerings and my client relationships.

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