Welcome to TrueWealth Advising Group
TrueWealth Advising Group is a full-service financial services firm providing professional services to businesses and individuals. We utilize a distinct holistic approach to building, protecting and distributing your assets. We strive to help our clients understand financial concepts and dynamics, which then forms the foundation for a personalized asset building strategy that we hopes will help to balance growth potential with the reduction of risk.
Our financial professionals offers a variety of innovative financial and insurance offerings including full service financial, business and retirement planning, investments, annuities, IRA’s, Life and Disability Insurance, Long Term Care Options and Charitable Giving Opportunities.
Our reputation of offering our valued clients “Guidance Throughout Your Journey” has set us apart in our industry. We strive to keep our clients focused on their financial futures, help them to set realistic yet optimistic goals and encourage them to remain disciplined in their financial decisions.
Accumulation, Distribution, Legacy – Are YOU examining all phases of your journey? Contact us today to set up a complimentary financial review.
ARE YOU WONDERING HOW OR IF THE DEPARTMENT OF LABOR (DOL) FIDUCIARY REGULATIONS WILL IMPACT YOUR FINANCIAL PICTURE?
The DOL fiduciary rule requires financial advisors to place their client’s interests ahead of their own, avoid and disclose conflicts of interest and provide full transparency around compensation and fees.
At TrueWealth Advising Group, we have always been committed to acting in our client’s best interest and offering the very best financial advice free of conflict. We desire each and every one of our clients to enjoy peace of mind and confidence in their financial plan.
3 Essential Duties of Your Financial Advisor
Duty of Good Faith – Fair Fee Structure
Duty of Due Care – Expert Advice
Duty of Loyalty – Client’s Best Interest First
- What types of accounts or investments will be affected by the DOL regulations? Qualified retirement accounts will be affected by this pending regulation (ex: 401k, 403b, IRA).
- What is a fiduciary? A Fiduciary is an individual who holds a legal or ethical relationship of trust with one or more other parties (person or group of persons).
- Can Carey continue to act as my financial advisor? I have been able to act as a fiduciary since 2006 and will continue to provide investment advice and compensation/fee structures as they pertain to retirement plans and IRAs.
- Will the DOL regulations affect me? If you have a qualified retirement account, this regulation may affect you.
- When will the DOL regulations take affect? The rule is scheduled to take effect June 9, 2017.
If you or someone you care about is affected by these new regulations, or if you have questions concerning your retirement plan, call us today. We can help with Guidance Throughout Your Journey.
Investment Advisor Representative,
Equity Services, Inc.
Securities and investment advisory services are offered solely by Equity Services, Inc., Member FINRA/SIPC, 2560 Foxfield Road, Suite 250, St. Charles, IL 60174, (630) 513-9588. TrueWealth Advising Group is independent of Equity Services, Inc. TC95686(0517)1
News from National Life Group
National Life Agent In Northwest Indiana Recognized With Do Good Award
New Program Aims To Reward Nonprofits Supported By Company’s Agents
Montpelier, Vermont – Meals on Wheels of Northwest Indiana was presented a $7,500 award this week by the National Life Group Foundation in honor of the commitment National Life’s partner agency in Crown Point, Ind., has made to the nonprofit.
TrueWealth Advising Group was the recipient of National Life’s first ever Agent Do Good Award, which will be awarded to two agencies whose commitment to helping nonprofits in their communities stand out. TrueWealth is closely associated with Meals on Wheels of Northwest Indiana, donating money and untold hours of time to support the worthy cause of feeding neighbors.
“Our company lives its values to Do good. Be good. Make good every day,” said National Life President and CEO Mehran Assadi. “We’re proud to recognize our agents when they share our commitment to doing good in the communities in which we operate.” Carey Yukich, co-owner of TrueWealth Advising with her husband, John, serves on the Meals on Wheels development committee. John Yukich serves on the “Grasshopper Crew” that manages landscaping at the nonprofit’s offices.
All TrueWealth employees and agents are involved with Meals on Wheels in some way and the agency gives its team members paid time to volunteer. The agency was given the award at a surprise event by National Life Group Foundation President Beth Rusnock, who presented the $7,500 donation that was made to Meals on Wheels in TrueWealth Advising’s name.
At National Life, our story is simple: For more than 168 years we’ve worked hard to deliver on our promises to millions of people with our vision of providing peace of mind in times of need. It’s our cause, stemming from a deep passion to live our values to do good, be good and make good, every day. Learn more at NationalLife.com.
Contact: Ross Sneyd, corporate communications, National Life Group, 802.229.3866.
Photo Journal From National Life Group Do Good Award Presentation