products

 

 

 

 

Retirement Plan Advice for 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 business transfer so it avoids family or partner problems

 

 

 

Investment & Retirement Planning for 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


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