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!”
The Facts About Income Tax
Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.
What Do Your Taxes Pay For?
Here's a breakdown of how the federal government spends your tax money.
Understanding Long-Term Care
Understanding the types of long-term-care services—and what those services could cost—may be critical.
Executors can value the estate on the date of death, or on its six-month anniversary —the “Alternate Valuation Date."
Consider how your assets are allocated and if that allocation is consistent with your time frame and risk tolerance.
The wise use of credit is a critical skill. These 10 questions will help you assess your skill level.
Some people may want a more advanced gifting strategy that can maximize their gift and generate potential tax benefits.
Bonds may outperform stocks one year only to have stocks rebound the next.
Preparing for college means setting goals, staying focused, and tackling a few key milestones along the way.
This questionnaire will help determine your tolerance for investment risk.
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
Estimate how long your retirement savings may last using various monthly cash flow rates.
This calculator compares the financial impact of leasing versus buying an automobile.
This calculator will help determine whether you should invest funds or pay down debt.
Investment tools and strategies that can enable you to pursue your retirement goals.
A presentation about managing money: using it, saving it, and even getting credit.
Learn more about taxes, tax-favored investing, and tax strategies.
Principles that can help create a portfolio designed to pursue investment goals.
How federal estate taxes work, plus estate management documents and tactics.
Using smart management to get more of what you want and free up assets to invest.
The decision whether to buy or rent a home may have long-term implications.
Learning more about gold, and its history, may help you answer that question.
Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.
Despite recent tax-law changes, a stunning 4.6 million Americans are expected to pay the AMT in 2018.
A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.
Have you explored all of your choices when it comes to managing your taxable income?