Co-Owner & Financial Planner
Carey Yukich, along with her husband John, founded TrueWealth Advising Group, through which she provides valued clients with a Financial Foundation (plan) and guidance through implementation of the plan. Carey is a Registered Representative and Investment Adviser Representative of Equity Services, Inc. Her registrations include FINRA Series 65, and 7. She is licensed in Life, Health and Long-Term Care Insurance.
Carey acts as the client’s CFO and collaborates with their trusted professionals (CPA’s and Attorneys) in formulating optimal financial strategies. The establishment of distinct, holistic planning goals along with financial discipline helps to lead our clients towards financial freedom. Our valued clients receive customized strategies unique to their goals, needs, time frames, and risk tolerance. Carey is committed to guiding her clients in making informed decisions which translate to meaningful financial solutions. Specific financial services include but are not limited to:
- Financial Foundation (comprehensive financial plan)
- Retirement and Estate Planning Strategies
- Business Planning Strategies
- Estate Preservation Strategies
- Asset Accumulation, Management and Distribution
- Life, Disability, and Long-Term Care Insurance Options
- Charitable Giving Strategies
Carey graduated from Northwestern University in 1993 with a Bachelor of Science Degree in Education and Social Policy. She completed her degree while on full athletic scholarship for Volleyball. Carey volunteers for Northwest Indiana Meals on Wheels, the Legacy Foundation of Lake County Investment Committee and Board of Directors, the American Heart Association and PATH (Positive Approach to Teen Health) all while participating in many community activities throughout Northwest Indiana. She frequently presents Asset Management Strategies to companies, municipalities and charitable organizations. Carey was recently published in Best in Review, was a finalist for Building Indiana Magazine’s “Indiana’s Most Influential Women,” and achieved Million Dollar Round Table (MDRT) status in 2010, 2011, and 2012*. Carey held the position of Treasurer for the National Association of Insurance and Financial Advisors for Northwest Indiana (NAIFA-NW).
Carey’s experience providing valued clients with “Guidance Throughout their Financial Journey” spans 18+ years.
Carey resides in Crown Point, Indiana with her husband John, daughters Jessica (20) and Samantha (18) along with their English Mastiff, Brandy and English Bulldog, Bozley.
*Membership is based on sales criteria.
National Life Group® is a trade name of National Life Insurance Company (NLIC), Montpelier, VT, Life Insurance Company of the Southwest, Addison, TX and their affiliates. Each company of National Life Group is solely responsible for its own financial condition and contractual obligations. Life Insurance Company of the Southwest is not an authorized insurer in New York and does not conduct insurance business in New York. Registered Representatives of Equity Services, Inc. do not offer tax or legal advice.
For advice concerning your own situation, please consult with your appropriate professional advisor.
Long-Term Care and Disability insurance are available through representatives who are independently contracted with one or more insurers who provide these types of insurance contracts. Long-Term Care and disability insurance are not underwritten nor issued by National Life Insurance Company.