Jeremy Neis | Investment Adviser Representative (retirement planner), lead business services & direct performance enhancing initiatives
Year Joined: 2014
Years of Professional Experience: 20+
What I love about Retirement Evolutions: The impact made on people’s lives.
Places I’ve Lived: Chicago area (hometown), Tucson, AZ, & Phoenix, AZ
My Hobbies and Passions: Family time, being outdoors, learning and laughing.
Jeremy is a registered Investment Adviser Representative who provides personal retirement planning and leads the business services arm of Retirement Evolutions. When not providing service to clients, he is leading strategic internal initiatives and implementing ways to improve client and team member experiences.
Jeremy’s Professional Story
Jeremy and Jon have been very close friends since the college years. While transitioning after the sale of his previous business interest, Jeremy began doing consulting work with Retirement Evolutions to help improve operative systems. The beacon for his next vocational venture had to include the ability to enrich people’s lives. Seeing firsthand how profoundly that was occurring each day at Retirement Evolutions, he couldn’t deny the chance to be part of its bright future. In 2016, Jeremy earned his Series 65 license and Arizona health and life insurance certifications. He is proud to be able to pursue his passion of helping while leveraging a professional career with deep roots in implementing solutions and service to individuals and small businesses.
Jeremy’s Personal Story
Jeremy grew up in the Chicago area and chased the sun to get a degree at the University of Arizona. After doing so, he returned to Illinois where over the next 15 years he would find joy in marrying his wife Jill, co-launching and growing a technology solutions company and watching his family grow to include his daughters, Alexa and Aleena, and son, Evan. Now back in Arizona (Phoenix), he and his family cherish doing any number of outdoor activities, attending the kids’ games and performances and enjoying time with friends and family.
We invite you to come into our office
To schedule a time to discuss your financial future and the possible role of insurance or investments in your financial strategy, contact us at email@example.com, or call us at 520-399-6340 today!
By contacting us, you may be offered information regarding the purchase of insurance and investment products.
LISTEN TO JON AND KARYN ON THE RADIO
There are different formulas for launching highly successful companies. First, create a product that solves a problem that no one knew they had — for instance, how online search engines replaced encyclopedias. Then, there are ideas that help solve problems that plague millions of people.
Back pain, for example. Not only do approximately eight in 10 adults experience low-back pain at some point in their lifetime, but it’s also the most common cause of job-related disability.
One individual who suffered severe back pain while sitting at work all day decided to invent a new kind of desk. This desk would allow him to stand while he worked, alleviating his back pain. This man was a co-founder of VARIDESK, a new type of office furniture manufacturer. But this new company didn’t just enter the office supply industry; it introduced a new sales model that was key to its rampant success: Selling online direct to consumers.LISTEN
In 1985, only 10 percent of people aged 65 and older were either in the workforce or job hunting. Today, that share has doubled, for a couple of reasons. First, fewer 65-year-olds have enough money to retire. Second, the number of people in this demographic with a college degree has more than doubled (53 percent today vs. 25 percent in 1985).LISTEN
Financial literacy has always been a challenge. However, now that much of the burden of retirement income has shifted to employees instead of employers, it is all the more important that we begin teaching the principles of saving and investing to people as early as possible.LISTEN
When the 2017 Tax Cuts and Jobs Act reduced the corporate tax rate from 35 percent to 21 percent, the hope was companies would spend their influx of money on expansion and increased jobs and wages. Instead, public companies’ most popular way to spend the excess capital has been to buy back their own stock.LISTEN
March 9, 2019, marked the 10th anniversary of the current bull market, the longest-running in U.S. history. In that decade, the market more than quadrupled, and when you factor in dividends, it’s up fivefold.
The short-term spikes over the past few years coupled with corporate share buybacks have served to keep performance humming. As we move forward, a few points of note:LISTEN