Tax-advantaged Wealth Strategies
G. A. "Jeri" Schuhmann, CLU, ChFC,
Certified Estate Planner
Architect of Tax-Advantaged Wealth Strategies
G. A. "Jeri" Schuhmann, a long-time resident of Washington, is the founder and President of OLYMPIC Estate Group, LLC (OEG).
Jeri has been providing Estate, and Financial Planning services throughout the Pacific Northwest for three decades, now specializing in positioning clients for Twenty-First Century Living.
OIG clients know from personal experience that a well designed Estate Plan is the foundation of a successful financial plan. This site is designed to provide frequently updated economic articles, newsletters, current statistics, tax information and other estate and financial planning resources.
Our programs emphasize tax-advantaged wealth strategies for
- Estate Planning
- Asset Allocation Management
- Retirement Planning
- Map Making of Family Wealth
Please call for your review and an update 206-799-0544 or 425-282-5407