Services

 G. A. "Jeri" Schuhmann, CLU, ChFC, Certified Estate Planner

 

Architect of Tax-Advantaged Wealth Strategies 

Olympic Estate Group (OEG) utilizes Asset Allocation, Real Estate Investment Trusts (REITs), Life Insurance, Annuities, Stocks and Bonds as well as a variety of other investment products. Once your goals have been established, OIG personalizes appropriate strategies to reflect your risk tolerance and long-term objectives. 

Our clients gain confidence through the OEG  step-by-step process of developing customized estate and financial programs.  Our clients include, but are not limited to, Married Couples, Individuals, Business Owners/Partners (2 - 5 partners), Domestic Partners and Gay & Lesbian Couples.

 To qualify for a complimentary one-hour, in-depth review:

  • Residents of the State of Washington
  • Investable assets in excess of $300,000
  • Estates valued in excess of $3,000,000

*Although it does not ensure a profit or protect against a loss, asset allocation is the act of spreading investments across different asset classes, such as stocks, bonds and cash equivalents, to manage risk and decrease return volatility.