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.
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