TrueWealth Advising Group

10/09/2026

Many important financial conversations start with the words…
"We've been meaning to do that."

Life gets busy, but setting aside time to review your family's financial protection strategy can bring valuable peace of mind.

Sometimes the hardest step is simply starting the conversation. I’m here to help. Let’s connect.

10/07/2026

Marriage. A new baby. A new home. A new job.

Life has a way of changing when we least expect it.

Taking time to review your financial strategies as your life evolves can help ensure they're still aligned with the people and goals that matter most.

I'm ready to help when you are.

10/06/2026

When we talk about life insurance, it's easy to jump straight to a number.
I'd start somewhere else.

Who depends on you financially?
What would still need to be paid if you weren't here?

The mortgage. Everyday expenses. Education. Other financial responsibilities don't necessarily disappear.

Life insurance is first and foremost about the death benefit and the financial protection it can provide to the people who depend on you.

If you're wondering whether your coverage matches what you're protecting, reach out. We can talk it through.

10/02/2026

Financial wellness isn't about being perfect.
It's about making progress, learning along the way, and taking intentional steps toward the future you want to create.
I can help you learn more about how life insurance can play a role in a strong financial strategy that helps you gain confidence. Let's connect!

10/02/2026

Calling all Business Owners!

10/01/2026

Disaster Assistance One-Stop Shop Open
Indiana residents will be able to visit this location to access a number of state and federal services, including applying for FEMA's Individual Assistance. These services are designed to help those affected by the Aug.11 Derecho navigate the recovery process and are provided at no cost.

🗓 September 28-October 2; 9AM-6PM CST.
📍United Steelworkers Local 1014, 1301 Texas Street, Gary

Need more information? Visit: https://www.in.gov/.../emergency.../august-2026-disaster

09/29/2026

Life insurance comes with its own vocabulary, but the basics don’t have to feel complicated.
A beneficiary is the person or entity designated to receive a life insurance policy’s death benefit.
Understanding terms like this can make it easier to understand your coverage and have more informed conversations about your financial strategy.

09/24/2026

A new home. A growing family. A career move. Retirement on the horizon.
As life changes, the things you want to protect and prepare for can change, too.
That’s why major milestones can be a useful time to revisit your financial strategy and make sure it still reflects where life is taking you.
Let’s connect.

09/21/2026

Think about where you were a year ago.
Maybe your family changed. Your career changed. Your goals changed. Or something that once felt far away suddenly feels much closer.
An occasional financial check-in can help make sure your strategy still reflects the life you’re living now.
Let’s check in to make sure you’re still protecting everything that matters.

09/21/2026