About

My name is Jamie A. Plemons, LDA, CEP®, CMP™

I began working under my renowned father, "Wayne Plemons" in 1989. Acquired my California Life &Health Insurance License in 1994, and FINRA registered in 2002. I then took a break to care for my and my mother's health, after the passing of my brother & father. I have since invested in my education with the designations of Legal Document Assistant, Certified Estate Planner®, and Certified Medicaid Planner™. I am an investment advisor representative held to the fiduciary standard.

Meet the Team

From Our Family To Yours

Loghan Ryan

Operations and Client Services

Raised in Temecula, I have a background in real estate and insurance and a passion for helping clients feel supported every step of the way. I’m currently working toward becoming an Investment Advisor Representative and enjoy bringing a positive, can-do attitude to everything I do. I’m excited to be part of our family business and grateful to work alongside my aunt. In my free time, I enjoy soccer and anything related to cars.

Cassidy Wright

Compliance and Client Services

I was born and raised in Bakersfield and recently graduated from the University of Nevada, Las Vegas with a Bachelor of Science degree in Business Management. I worked in retail for over five years and also had a chance to gain experience as a customer service professional with H&R Block. I was eager for a career change and am beyond excited to be able to work with the family business and learn new skills in a field I am excited about. My goal is to ensure that our clients' assets are protected so that they can spend more time enjoying the things they like to do. My hobbies include spending time with family and friends, going to the beach, and watching movies.

Customer Relations and Community Outreach

As a U.S. Navy Veteran, I am passionate about giving back through community outreach and working closely with Veterans and Veteran organizations. Supporting those who have served is at the heart of my work with AWP.

Family is central to my life. I have been married for over 25 years to my wife, a psychologist, and together we have four children. Our oldest son proudly serves in the U.S. Navy, while our other sons are learning the business, and our youngest daughter is currently in high school

Exclusive Services

INTRODUCTION

Wealth planning is a crucial aspect of financial management that involves strategizing and organizing assets, investments, and other resources to help you achieve long-term financial goals. It encompasses a wide range of legal, financial, and tax-related considerations to ensure the preservation and growth of one's wealth while minimizing potential risks and liabilities. As a Certified Estate Planner™, and Certified Medicaid Planner®, specializing in estate planning and wealth management, I understand the paramount importance of creating tailored wealth planning strategies for individuals and families. In this section will elucidate the significance of wealth planning and the reasons why it is imperative for every individual to engage in this process.

Asset Protection:

One of the primary objectives of wealth planning is safeguarding assets from potential risks and legal liabilities. Engaging in comprehensive wealth planning can involve establishing trust structures, creating legal entities, and implementing other strategies that shield assets from lawsuits, creditors, and unforeseen financial setbacks.

Efficient Wealth Transfer:

A well-crafted wealth plan includes provisions for the seamless transfer of assets to future generations or chosen beneficiaries. By developing estate planning documents like wills, trusts, and living trusts, individuals can ensure that their assets are distributed according to their wishes, while also minimizing estate taxes and avoiding probate.

Tax Optimization:

Taxes can significantly impact the accumulation and distribution of wealth. Wealth planning allows individuals to leverage tax-efficient strategies, such as gifting, charitable giving, and establishing tax-advantaged accounts, to help reduce their overall tax burden and maximize the benefits to their heirs.

Retirement Planning:

Wealth planning is integral to securing a comfortable retirement. By setting up retirement accounts, such as Individual Retirement Accounts (IRAs) or 401(k)s, individuals can accumulate funds tax-free or tax-deferred until retirement, aiding them to maintain their lifestyle during their non-working years.

Get in Touch

1455 Frazee Rd Suite 500

San Diego, CA 92108

619-581-9591