Welcome to TrueWealth Advising Group
TrueWealth Advising Group is a full-service financial services firm providing innovative, strategic guidance to businesses and individuals. We utilize a distinct holistic approach to help build, protecting and distributing your assets. Our top-level professionals assist in optimizing your financial position for tax management, retirement and estate planning strategies, account distribution and transfer of wealth.
Our financial professionals offer a variety of cutting-edge financial and insurance offerings including 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.
“Why Choose the Inukshuk as a symbol for TrueWealth Advising Group?”
The Inukshuk is seen predominantly as a symbol of Guidance and Unity toward common Goals. They were unselfishly built by the Inuit of North America to make the way easier for those who followed. The Inukshuk symbolizes our ability to succeed with others where alone we would fail. Their construction required a consensus of purpose and a spirit of cooperation. The separate stones are secured through Balance which highlights the complementary nature of the individual parts.
TrueWealth Advising Group is built on a cooperative Team concept where daily we realize our strength lies in our Unity. Our Goal is to provide our clients Guidance Throughout their Journey. The Inukshuk acts as a constant reminder that the difference we make with our clients today will count in ALL our tomorrows. TC98590(1217)P
TrueWealth Advising Group Gives Back to Northwest Indiana
TrueWealth Team Volunteer Programs
National Life Group Do Good Tour:
TrueWealth Advising Group partnered with Hometown Happenings to collect new and gently used childrens books at the Hub City Races on September 10th. To date we have collected over 3,000 books to be distributed to underprivileged children in Northwest Indiana. Distribution sites include local food pantries, elementary schools and the City Life Youth Center. TrueWealth Advising was awarded the National “Do Good” award in February. National Life Group has awarded Meals on Wheels of NWI $7,500 and the Crown Point Community Foundation $500 in recognition of our Team’s efforts.
Meals on Wheels of NWI:
The TrueWealth Advising Group team has a monthly commitment with Meals on Wheels to deliver a Friday route. Hot meals and an evening snack are delivered to around fifteen households in the Crown Point area. When the day comes to deliver, typically we all clamor over who “gets to go.” Relationships and even friendships have been established over the years with the clients along Route 3. Carey Yukich currently serves on their Development Committee.
Legacy Foundation of Northwest Indiana:
Carey currently serves on the Board of Directors as well as the Investment Committee and Jennifer is a past Board, Grants and Scholarship Committee Member of this dynamic organization. Hundreds of students as well as residents throughout our communities are the recipients of this organization’s grants and projects.
American Heart Association:
Carey and Jennifer are past members of the Executive Leadership Team and help to sustain the organization through donor solicitation and working partnerships. Jennifer continues to assist in the writing and editing of their grant requests.
**Other organizations we work with include Tri Kappa, Junior Achievement, South Shore Arts Association, Northwest Indiana Food Pantry, First Tee of Indiana, Munster VolleyKids, City of Crown Point and Crossroads Chamber of Commercde
MoneyGuidePro Financial Planning Software now available at TrueWealth!
MoneyGuidePro, our industry's cutting edge financial planning software is now available at TrueWealth Advising Group. It will allow clients to be far more interactive in the financial planning process. We believe everyone not only needs but deserves a quality financial plan. Visit their website for further details.
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