Working With Businesses

Andy Tomlinson advises
businesses on:

• Retirement Plans
• How to transfer the business with the least amount of federal income and estate taxes
• How to structure the transfer so it avoids family or partner problems

Working With Individuals

Andy Tomlinson works with individuals who are:

• Preparing for retirement
• Transitioning into retirement
• Already retired

 He develops a custom-made portfolio for each client designed to:

 Satisfy desires including:

• Portfolio growth
• Income
• Risk management
• Investing in assets not correlated to stocks and bonds (to reduce risk)
• Broader portfolio diversification
• Diversifying Real Estate investments

 Address concerns including:

• How to minimize income tax burdens
• How to reduce or eliminate capital gains on sale
• of appreciated assets
• Minimize or eliminate estate taxes