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 and and also offers securities in AZ,FL,IL, IN, KY, LA, MI, NC, TN, TX, WA, WI.
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 lead to our clients’ financial freedom and confidence. TrueWealth Advising Group clients receive customized strategies unique to their goals, needs, time frames, and risk tolerance. Carey is committed to "guiding" her clients to make well-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. Her experience providing valued clients with “Guidance Throughout their Financial Journey” spans 20+ years.
Carey serves as the Chair of the Legacy Foundation Board of Directors, recently published “Push Through – Your Ultimate Success Playbook” and “Daily Push Journal”, enjoys golf, hiking, tennis, volleyball, and resides in Crown Point, Indiana with her husband John 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.