LET YOUR "WHy" EMPOWER YOu.

We use our proprietary SmartLock™ system to give our clients and partners the platform to transfer money and create safety, growth, leverage, coverage, and employer tax deductions. These solutions explain how we utilize our A-rated carrier partners to apply our system as an answer to client problems.

Access SolutionsGrowth SolutionsInsurance SolutionsEmployer Solutions
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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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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