LET YOUR "WHy" EMPOWER YOu.

Meet the people behind our mission. Our Managing Principal leads with expertise and vision, guiding our team of dedicated brokers who are committed to helping clients achieve financial flexibility. We value strong partnerships and offer opportunities for professionals looking to grow with us. Join us and be part of something bigger!

Managing PrincipalMeet The TeamWork With Us
Thousands of clients.

We help our clients create the flexibility to do anything they want to do with their money: save more efficiently, invest, purchase other assets, or even pay down debt.

Millions transferred.

Our proven system is simple, flexible, and powerful. As a client, we'll help you maximize every dollar you transfer and teach you how to use your money twice.

A-rated carrier partners.

Work with liquid, recession-resistant, mutually-owned companies with a proven track record of guarantees and dividends through both good and bad market conditions.

3260 Pointe Parkway
Suite 100
Peachtree Corners, GA 30092
NPN# 18906562

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"A genuine leader is not a searcher for consensus but a molder of consensus."

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Y-UFinancial LLC (d/b/a Y-UFinancial & Insurance Agency in California) is a licensed insurance brokerage offering products and services through licensed brokers. Insurance availability, terms, and conditions vary by state and are subject to underwriting approval. This website is for informational purposes only and does not constitute an offer to sell or a solicitation of insurance in any jurisdiction where we are not licensed.

Y-UFinancial LLC (d/b/a Y-UFinancial & Insurance Agency in California) does not provide tax, legal, or investment advice. Clients should consult their own tax, legal, and financial professionals regarding their specific situation.

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