Yumi Urata is a financial strategist with over 20 years of accounting experience and a background as a wellness instructor. She helps professionals organize their financial lives, explore protection-based strategies, and make more grounded decisions about money, security, and long-term planning with an understanding that financial well-being and physical well-being are deeply connected.
Trusted Providers
Leading Financial & Insurance Providers
The Miliare Group works with nearly 200 of the nation’s leading financial services and insurance providers.
This broad network allows our consultants to help individuals, families, and business owners find solutions across insurance, retirement planning, college funding, legacy strategies, long-term care, and business protection—without being limited to a single company or product.
Real-Word Financial Products
We pair education with practical tools to solve real financial challenges. Clients see clear comparisons and plain- English explanations before choosing solutions that fit their goals and budget
Insurance
The most important part of preparing for the future is protecting it. Help clients prepare for uncertainty, as they may live too long, die too soon or become disabled.
Retirement Strategies
A key to any financial strategy is preparing for retirement. You’ll be able to offer people a variety of options to help them prepare for their leisure years.
College Funding
Whether preparing to send the first – or fifth – child to college, many families can benefit from the help of a financial professional.
Legacy Strategies
Without a personal legacy plan, the value of someone’s estate can be eroded by taxes, and the disposition of their assets may not be what they intended.
Long -Term Care
A plan to cover long-term care expenses is often overlooked but can be a key component of a solid financial foundation. Although the need for long-term care may be far into the future
Business Solutions
Small business owners need financial and insurance solutions for themselves and their employees, and they need to ensure the future security of their business.
SIX STEPS TO FINANCIAL INDEPENDENCE
Charting your Financial Future begins with these Six Core Concepts
Contact me today to look at your individual circumstances and see where you are with the Six Steps to Financial Independence.
Cash Flow
Proper Protection
Debt Managment
Build Wealth
Emergency Fund
Preserve Wealth
Building wealth, creating futures.
Trusted financial consulting firm providing expert guidance and personalized solutions to help clients unlock their full financial potential.
A Client-First Approach
The Miliare Group is committed to education, transparency, and personalized guidance. Our consultants take the time to understand each client’s goals and help them explore financial and insurance solutions designed to support long-term stability and peace of mind.