Request a one-on-one meeting with a financial professional

When you schedule a meeting with a financial professional, you’ll receive personal guidance for your financial journey. To help us prepare, please take a moment to answer a few questions about your financial interests or concerns.

Personal Information

First Name

Last Name

USA Swimming Member ID

City

State

Zip Code

Email Address

Secondary Email Address

Phone Number

Alternate Phone Number

Virtual meetings will take place online through a real-time video discussion with a financial professional.

Are you currently working with a financial professional?

Share Your Financial Snapshot

Answering the questions below will help give us a snapshot of your current financial situation and concerns. Please take a moment to complete this form to help us prepare for our conversation!

Do you have any notes, questions or other concerns you’d like to make sure the financial professional brings up during your meeting?

When it comes to my financial wellness, I’m most concerned about the following topics (choose all that apply):

I have a good idea and have tested how much annual savings I should have to reach my financial goals

I have savings goals I would like to discuss (I.E. Saving for a house, car, etc.)

Learning how to develop a monthly budget so that I maintain control over my finances is important to me

I have an emergency fund built up inside a Savings, Checking, or Money Market Account that could cover 3-6 months’ worth of living expenses

I have a full understanding of how retirement income streams work

I understand the importance and impact of combining financial tools (insurance and investments) together efficiently to create bigger retirement incomes

It is important for me to learn how I can utilize my savings more efficiently to be able to have a worry-free retirement

I am confident that my investment strategy aligns with my financial goals, risk tolerance and time horizon to retirement

I would like to learn more about how to get the most out of Social Security in retirement

Learning better ways to manage my debt (college, mortgage, credit card, etc.) is important to me

Participating in college funding for my children is important to me

I understand how to pay for college in ways that reduce my retirement income the least

If I passed away, it would be important for me to know that I have adequate income replacement for my family

I could go without my income for a minimum of 5 years in the event of disability

If I became disabled, it would be important for me to know that I have adequate income replacement

I have a full understanding of the consequences that could occur for my family if I had an extended care situation

OneAmerica agents do not sell health insurance but can help participants understand their current health insurance plans and options

I understand the Health Insurance Plan I have

It is important for me to review my Health Insurance plan to have a better understanding of what all is covered

I am interested in learning more about Medicare/Medicaid and my health care options in retirement

OneAmerica agents do not sell car, home, or umbrella insurance, but can refer participants to someone who does

I understand the different aspects of my car/home/umbrella insurance and have reviewed them recently

If I injured somebody in a car accident and got sued for $500,000 I have enough insurance coverage to protect my assets

OneAmerica agents do not sell car, home, or umbrella insurance, but can refer participants to someone who does

I have up-to-date will or trust for my family