G. A. "Jeri" Schuhmann, CLU, ChFC, Architect of Tax-Advantaged Wealth Strategies Welcome to Olympic Investors Group, LLC G. A. "Jeri" Schuhmann is the Founder and President of OLYMPIC Investors Group, LLC (OIG). 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 strategies for Map Making of Family Wealth:
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 About Us
May 27, 2012 @ 12:15 AM
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This calculator is designed to help you clarify your comfort level with investment risk. Compare the potential future value of tax-deferred investments to that of taxable investments. This calculator can help you determine whether you should consider converting to a Roth IRA. Use this calculator to estimate the federal estate taxes that could be due on your estate after you die. |
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INVEST FINANCIAL CORPORATION'S PRIVACY POLICY Registered Representative of, and securities, advisory services and insurance products through INVEST Financial Corporation (INVEST), member FINRA /SIPC, a registered investment advisor and affiliated insurance agencies. INVEST is not affiliated with Olympic Investors Group LLC.
This website may contain concepts that have legal, accounting and tax implications. It is not intended to provide legal, accounting, or tax advice. You may wish to consult an attorney, tax advisor, or accountant regarding your specific situation. No representations are made as to the accuracy of the information contained herein or any information contained in any link provided herein. Important Consumer Information: This site is for informational purposes only and is not intended to be a solicitation or offering of any security and; 1. Representatives of a broker-dealer ("BD") or investment advisor ("IA") may only conduct business in a state if the representatives and the BD or IA they represent (a) satisfy the qualification requirements of, and are approved to do business by, the state; or (b) are excluded or exempted from the state's licensure requirements. 2. Representatives of a BD or IA are deemed to conduct business in a state to the extent that they provide individualized responses to investor inquiries that involve (a) effecting, or attempting to effect, transactions in securities; or (b) rendering personalized investment advice for compensation.
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