I am originally from Alaska and I am Inupiat Eskimo. My goal is to make sure everyone I speak to is able to WITHSTAND & RECOVER from LIFE!
We start by making sure your physical assets are protected, then we ensure your financial assets are protected (from lawsuits) and then we look at Income Replacement plans for your family, then as we build our relationship together we consider your outlook on the future and how you want your retirement plans to be impacted by taxes.
So, if you think taxes are going to increase should you take mitigation steps to pay taxes at a lower rate?
Get your LAZY money to work for you by considering options that will allow you to move your qualified funds into a ROTH TAX-FREE if you qualify! Move your qualified money into a Roth using the backdoor.
We plan with a holistic approach to ensure you are properly protected the way you expect when LIFE comes knocking.
Call / Text today for a free insurance review or quote! 360-695-4408 or Jeremiah@AgentJeremiah.com
I am one class from a Master's in Project Management and I am currently pursuing my Chartered Financial Consultant (ChFC), 6 & 63 to ensure you have the information you need to make an informed decision about how you protect all your assets from LIFE.
I look forward to getting to know our Camas / Washougal business community!
Property & Casualty Lic. WA, OR, ID, & TX (more to come)
Life Lic.: All States
Jeremiah Stephen 360-695-4408