Educational Programs

 

Andy Tomlinson offers educational programs in both Prescott and Sedona.

For further information on the latest program, please call:

928.776.1031 ext 10 Prescott

928.282.4644 ext 10 Sedona

800.287-4290 ext 10 Toll-free

 

Andy also has a lending library for client use in the Prescott office.

 

 

 

 

Estate Planning

 

Through the use of special trusts, individuals with medium and large estates can often pass their assets to their heirs with a minimum amount of estate taxes and inconvenience. We can help you reduce the size of your estate, thereby potentially reducing the taxes, and then replace the assets in a manner that may not be taxed. Andy Tomlinson also works with a client's CPA or attorney to finalize certain plans. Special trusts and discounting arrangements may be suggested in certain circumstances.

 

 

 

 

Research and Analysis

 

Andy’s research and analysis lets his clients know their current asset allocation, risks, volatility, returns, and the composition of their assets.

 

 

 

 

Tax Reduction Strategies

 

Many investors do not realize that if they have a large estate and a large retirement fund, that taxes at the time of death of the 2nd spouse may take 70% of their retirement account (Source: IRS). We offer special programs to help reduce or potentially avoid a large part of this taxation. Find out how you may be able to make your retirement plan distributions not completely taxable, and how you may be able to pass your assets tax-free to your heirs. Use our resources to help you control your tax burdens and increase your income and wealth potential with individual portfolios designed for your growth, income and tax circumstances.