Jeri really enjoys relationships with exclusive Advisory clients, enabling them to focus on the other important issues of their lives. OEG 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.
An initial meeting will help us both determine whether we might be a good fit for each other. Valuable assets will convey directly to beneficiaries, regardless of instructions in a will. 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.
An initial meeting will help us both determine whether we might be a good fit for each other. Valuable assets will convey directly to beneficiaries, regardless of instructions in a will. 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.
Services
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.
Olympic Estate Group, LLC is a financial services firm committed to helping people pursue their financial goals and defining their final wishes. We offer access to a wide range of financial products and services to individuals and business owners. We believe you will be better able to identify your goals and make sound decisions by our providing graphically designed financial information.
We've put together a library of information on important financial topics that we believe you'll find helpful. This information is updated regularly to reflect the latest facts, figures, legislation, and economic trends. Wills and trusts allow you to spell out how you would like your property distributed, but they also go beyond that.
Our financial calculators are designed as educational tools to help you estimate answers to common financial questions. They are not intended to predict future returns or results. These calculators are hypothetical examples used for illustrative purposes and do not represent the performance of any specific investment or product.
Among the lessons of the recent financial crisis is the need for virtually everyone - young and old - to acquire a basic knowledge of finance and economics. These magazine-style flipbooks provide helpful information on a variety of financial topics and illustrate key financial concepts. Select one of the flipbooks below and click the image to view it.
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