Planning Solutions Tailored to Your Long-Term Needs.

At Yungreis Wealth Management, our goal is to gain a deeper understanding of not only who you are but where you’d like to see yourself and/or your business in the future. We believe in providing recommendations that are in your best interest and make sense for the length of your financial life.

Together, we will work to implement a plan to work towards your forward-focused goals.

Your Planning Experience Should Be…

• Personalized
• Educational
• Empowered

What Is Your Desired Future State? We have the solutions to help you get there.

Financial Planning–Comprehensively, we’ll take into consideration every aspect of your financial life as you work towards your goals.

Estate Planning–Working hand in hand with your trust and estate attorneys, we will make sure your plan reflects your assets today and aligns with your investment plan and goals.

Insurance Planning–In addition to conducting a life insurance analysis, we will review your property insurance to ensure your current policies are well-suited for your needs.

Retirement Plan Consulting–Tailored, tax-smart income strategies for when you stop working. We help you minimize taxes on retirement account withdrawals, plan charitable contributions, preserve your wealth, and invest more of it into your life.

Together, we’ll paint a picture of what your future could look like.

As someone who has experienced a life change or owns their own business, you’re facing a number of complex financial questions and concerns. Instead of simply discussing your goals, we’ll consider the potential of your future and the steps we can take to help you pursue your desired life.