Financial Services Representative
Carey Yukich 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 the while participating in many community activities throughout Northwest Indiana. She frequently speaks on Asset Management Strategies to companies, municipalities and charitable organizations. Carey was published in Best in Review in 2012, 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 along with her husband John own TrueWealth Advising Group, through which she provides clients a broad range of investment and insurance products and services. Her registrations include FINRA Series 6, 65, and 7 and Life and Health Insurance, and Long-Term Care licenses. Carey is a Registered Representative and Investment Adviser Representative of Equity Services, Inc. and offers securities in Indiana. She is also insurance licensed in Indiana.
Carey advises individuals, families, business owners and key executives on the development of financial strategies and provides products and services in the following areas:
- Asset Accumulation and Management
- Retirement Strategies
- Investment and Asset Allocation Planning
- Estate Preservation Strategies
- Life, Disability, and Long-Term Care Insurance Options
- Business Succession Planning
- Charitable Giving Strategies
Carey collaborates with her clients to help lead them toward achieving financial freedom and independence through the establishment of clear planning goals and financial discipline. Carey takes a "holistic" approach to asset management. TrueWealth clients receive customized strategies unique to their goals, needs, time frames, and risk tolerance. She is committed to "guiding" her clients to make well-informed decisions which translate to meaningful financial solutions.
Carey’s experience providing valued clients with “Guidance Throughout their Financial Journey” spans 17+ years. Her affiliations/registrations are with National Life Group Insurance Co. and Equity Services, Inc.
Carey resides in Crown Point, Indiana with her husband John, daughters Jessica (19) and Samantha (17) along with their English Mastiff, Brandy and English Bulldog, Bozley.
*Membership is based on sales criteria.
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.