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 firstname.lastname@example.org, 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 JOHN AND KARYN ON THE RADIO
“Let her sleep, for when she wakes she will shake the world.”
-Napoleon Bonapart speaking about China
General Motors recently announced the pending closure of three U.S. assembly plants and the discontinuation of six cars made at those plants. While large sedans are no longer big sellers in the United States, they remain popular in China, and GM will continue to manufacture them there.LISTEN
The Tax Cuts and Jobs Act of 2017 reduced federal income tax liability for some, but not all, Americans. Wealthy residents of California, New York, and other high-tax states could face a higher tax bill when they file their 2018 return.
While cutting tax rates on ordinary income, increasing the standard deduction and doubling the federal estate and gift tax exemptions, the tax legislation also capped the deduction for state and local taxes (SALT). While once open-ended, the SALT deduction is now limited to $10,000 ($5,000 if married, filing separately).LISTEN
Risk is a necessary element of any retirement plan – because investing in things like stocks which can decrease in value can also give you big increases. Today Jon and Karyn talk about how to manage the risks involved to your own tolerances to give you the right plan with the right amount of risk so that your money will be there whenever you need it.LISTEN
What sneak attacks could try to derail your retirement plans? Well, some include long-term care and other health costs, or kids coming back home as adults. Jon and Karyn discuss these and a number of other things which could throw your retirement plans for a loop if they are not addressed or planned for.LISTEN
We all know what a balance sheet is when it pertains to a business. Well, when we retire, we need to check our personal balance sheet – if it’s out of balance, we may not have the money and resources we need to retire in the first place. Today Jon and Karyn go over the steps which need to be taken to be sure your personal balance sheet is where it needs to be in order to live your best retirement.LISTEN