Jeremy Hus, MSFS, CFP®, ChFC®, CASL®, CLU®
Financial Planning Consultant, Holistic Planning Support, LLC
Jeremy is the founder of Holistic Planning Support, LLC, a consulting and support services company that assists financial professionals with planning-related research, data gathering, case design support, and educational resources. Through his extensive experience in financial planning, retirement income strategies, Social Security planning, and estate planning concepts, Jeremy serves as a valuable resource to financial professionals seeking technical guidance and planning support.
Jeremy holds several professional designations, including Chartered Financial Consultant® (ChFC®), Certified Financial Planner® (CFP®), Chartered Life Underwriter® (CLU®), and Chartered Advisor for Senior Living® (CASL®). He is also a frequent speaker and educational resource on topics including Social Security, advanced IRA strategies, retirement income planning, and estate planning concepts.
Jeremy earned a degree in economics from the University of Connecticut and a master's degree in financial planning from The American College. Through Holistic Planning Support, LLC, he provides consulting and planning support services to financial professionals.