Olympic Estate Group, LLC



6703 S. 234th St Ste 110

(Meet in client's home or office)
Kent, WA 98032


Office: 425-282-5407, Cellular: 206-799-0544


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

Architect of Tax-Advantaged Wealth Strategies 

OIG 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 OIG  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 guarantee against 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.