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"Someone's sitting in the shade today because someone planted a tree a long time ago."

- Warren Buffett





TrueWealth Advising Group Team

TrueWealth Advising Group Team

TrueWealth Advising Group is a full-service financial planning firm providing INTEGRATED WEALTH MANAGEMENT to businesses and individuals. We utilize a distinct holistic approach to help build, protect and distribute your assets. Our top-level professionals assist in optimizing your financial position through innovative tax management, retirement and estate planning strategies, account distribution and transfer of wealth.

ACCCUMULATION, DISTRIBUTION, LEGACY - Are you examining all phases of your financial journey?

The Importance of Having a Trusted Financial Adviser  

BP plans to lay off nearly 10,000 workers globally by the end of the year in response to the oil crash and economic fallout from the Coronavirus pandemic. The oil industry is not alone is its upheaval, and the consequences surrounding these types of decisions are life changing. Many friends and neighbors throughout Northwest Indiana have been and will be affected by job loss. Many are uncertain and anxious about their financial futures.

Those individuals who have a trusted financial adviser will rely on them in times like these and have meaningful discussions with them about savings, investments, education planning and most importantly RETIREMENT. The same burning question crosses almost everyone’s mind. “Will we have enough income in retirement to survive and /or maintain the lifestyle we desire?”

At this moment in time, the stakes Americans have in securing their financial futures have never been higher. The extra financial responsibility the average American is being asked to shoulder is enormous and does not come with an instruction manual. Most Americans will readily admit that they are not financial experts.

A holistic, professional financial adviser can help to navigate these complexities. People who routinely work with a financial adviser have greater success in adhering to their financial plans and avoiding the pitfalls that cause many individuals to make poor financial choices.

TrueWealth Advising Group’s advisory team has over 15 years of experience with BP employees and their families. Our knowledge of BP’s benefit plan is a distinct advantage and our advisers are ready and able to assist you in sorting through complex financial decisions and retirement strategies. Our specific services include but are not limited to:

  • Financial Planning
  • Pension Selection
  • Asset Allocation
  • Investment Selection
  • Systematic Rebalancing
  • Tax Management Strategies

We are here to help. Please contact us today to schedule a complimentary introductory meeting with one of our advisers.


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What Matters Most

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Financial Strategies

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Life’s Milestones

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