Keep you and your loved ones protected in the long run.

At Yungreis Wealth Management, we take an independent approach to insurance. That’s why we provide a customized, digital financial plan that allows you to see the potential impact of certain what-if scenarios that might be of concern to you.

Navigating the world of insurance can be difficult because salesmen are constantly trying to sell you a product, and it may be complex to understand if it is a product you actually need.

As an independent firm, we have no insurance quotes or sales managers pressuring us to his an annual insurance goal.

We simply present options to our clients if insurance protection is something that is important to them or if they are currently under-insured.

You’ve worked a lifetime to provide for your family.

It’s time to let a proven financial advisor help you craft a comprehensive estate plan to:

• Preserve & Protect your wealth
• Control who receives your assets
• Ensure that your wishes are carried out
• Reduce the tax burden on your heirs & family
• Provide continuity for your business

*LPL Financial Representatives offer access to Trust Services through The Private Trust Company N.A., an affiliate of LPL Financial.