Andy Toolson
Founder, President & CEO | Toolson Capital Management | Financial Advisory and Retirement Planning Firm
- Role
- Owner at Toolson Capital Management
- Location
- Lehi, UT, US
- LinkedIn followers
- 500 followers
About Andy Toolson
Are you 50+ with a sizable 401(k)/IRA and wondering how to reduce taxes as you transition…
Experience
Owner
Jan 2013 — Present
At Toolson Capital (formerly Toolson Wealth Management) we realize that every client and business we work with has unique needs, goals, and objectives. That is why we deliver customized solutions to address the specific nature of each client scenario. We use a holistic process to ensure that all appropriate financial areas are analyzed and comprehensive service is rendered. We tailor a unique plan that fits your situation, that will benefit you and your family in your current or future retirement!
Education
University of Phoenix
Master of Business Administration (MBA)
Syracuse University
Master of Social Science
Brigham Young University
Bachelor of Arts, International Relations
Find verified contacts for anyone on LinkedIn
Unifers gives sales teams verified emails and direct dials, enriched profiles, and outreach that lands in the inbox.
Free plan included · No credit card required
This profile is compiled from publicly available professional sources. Unifers is not affiliated with or endorsed by LinkedIn. Request removal of this profile.