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
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