928-776-1031 steve@schottfm.com

News from Schott Financial Management

End of the Year Checklist from A Prescott Financial Advisor

It's hard to believe we are fast approaching the end of 2021. As a financial advisor, I like to remind my clients of a few items to be aware of as the year ends. RMD, otherwise known as Required Minimum Distribution, are distributions taken from a qualified account,...

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The Three I’s for 2022

Looking ahead to the year 2022, especially with the mid-term elections, I have a few predictions I wanted to share that will address paying for the enormous flows of cash into our economic system. I call them the Three I’s. Interest Rates: the Federal Reserve has been...

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2021: A Look Ahead

2020 gave us quite the ride, from complete market panic in March to a roaring comeback by year’s end. Despite the pandemic, mass unemployment, and a change in political administrations, the stock market, like America, remains resilient. There are still many unknowns...

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2021: Frauds and Scams to Look Out For:

Covid-19 wreaked havoc on our financial system, touching off a host of new and sophisticated scams. Many Americans are isolated from friends and family; some have lost their jobs and their lives. Collectively, we are hurting as a nation, and where’s there’s...

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Why Choose Schott Financial Management?

Switching to another financial advisor can seem like a daunting task. At Schott Financial Management, we do the work for you, from the preparation of paperwork to the transfer of funds. Our goal is to earn and keep your trust while building wealth for generations to...

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New Look, New Name, Same Family

PRESCOTT, AZ – Schott Financial Management, formerly Tomlinson Wealth Management, is now being led by advisor, Stephen Schott. Steve continues the Tomlinson legacy, bringing 3 generations of financial expertise to Prescott, AZ. Steve is the son-in-law of Andy...

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