Island Financial Advisors
Tax, Estate, and Financial Planning
HERE AT ISLAND FINANCIAL ADVISORS,
“YOU’RE NOT JUST A CLIENT,
YOU’RE FAMILY. COME JOIN US!”
Contact Us for a FREE Consultation – (732) 505-9444
Our clients range from individuals to corporate executives and small business owners. All of our clients benefit from our financial advising, portfolio management, and personalized client services. Trust us to give you an “A-HA!” moment.
- Financial Services We Offer
- Financial Planning
- Investment Management
- Trust Administration
- Personal Planning
- Tax Preparation
- Estate Planning and more…
Island Financial Advisors “TOP TEN LIST”
- We have 31 years of financial planning experience.
- You will join over 700 Financial planning and tax clients, majority being in the Toms River area.
- We offer a complimentary financial, tax, and estate-planning consultation.
- Quarterly Financial and Tax Reviews
- Our clients enjoy two appreciation days per year.
- Our home office is located at 429 Hooper Avenue.
- Come in for a second opinion! No charge, No obligation.
- Your path to an “A-HA” moment!
- You can hear our ad at WOBM 92.7 FM
- At Island Financial Advisors, “You’re not just a client, you’re Family. Come Join Us!”
And the Executor Is
The right executor may help ensure the distribution of your assets is done with as little upheaval as possible.
Lots of Variables with Fixed-Rate Mortgages
When selecting a fixed-rate mortgage, a borrower has to determine how many years to finance the loan.
Get Paid for Going Green
Those looking into environmentally minded home modifications may get a boost from Uncle Sam’s tax incentives.
Understanding some basic concepts may help you assess whether zero-coupon bonds have a place in your portfolio.
Loss of income from disability has the potential to cause significant financial hardship. Disability insurance can help.
Being healthy not only makes you feel good, it may also help you financially.
Annuities are versatile tools that can help you save for retirement and generate income in retirement.
It sounds simple, but paying yourself first can really pay off.
The Supreme Court’s declaring DOMA unconstitutional may require some same-sex couples to reconsider their financial strategy
Use this calculator to assess the potential benefits of a home mortgage deduction.
Use this calculator to estimates your income tax liability along with average and marginal tax rates.
Estimate the total cost in today's dollars of various mortgage alternatives.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
Determine if you are eligible to contribute to a traditional or Roth IRA.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
Using smart management to get more of what you want and free up assets to invest.
How federal estate taxes work, plus estate management documents and tactics.
The chances of needing long-term care, its cost, and strategies for covering that cost.
There are a number of ways to withdraw money from a qualified retirement plan.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
There are some key concepts to understand when investing for retirement
Learn how to harness the power of compound interest for your investments.
When do you need a will? The answer is easy: right now.
Women are great at multi-tasking. But many drop the ball when preparing for retirement.
Can successful investors predict changes in the markets? Some can but others miss the market’s signals.
Are you ready for retirement? Here are five words you should consider.
The decision whether to buy or rent a home may have long-term implications.