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Island Financial Advisors

Tax, Estate, and Financial Planning

“YOU’RE NOT JUST A CLIENT,
YOU’RE FAMILY. COME JOIN US!”

Contact Us for a FREE Consultation – (732) 569-3444

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”

  1. We have over three decades of financial planning experience.
  2. You will join over 700 Financial planning and tax clients, majority being in the Toms River area.
  3. We offer a complimentary financial, tax, and estate-planning consultation.
  4. Quarterly Financial and Tax Reviews
  5. Our clients enjoy two appreciation days per year.
  6. Our home office is located at 429 Hooper Avenue.
  7. Come in for a second opinion! No charge, No obligation.
  8. Your path to an “A-HA” moment!
  9. You can hear our ad at WOBM 92.7 FM
  10. At Island Financial Advisors, “You’re not just a client, you’re Family. Come Join Us!”

Helpful Content

Social Media: #NewestBusinessLiabilityRisk

Social Media: #NewestBusinessLiabilityRisk

Social media may be a modern imperative for businesses looking to grow and build their brand, but it also introduces risk.

Required Reading: The Economic Report of the President

Required Reading: The Economic Report of the President

The Economic Report of the President can help identify the forces driving — or dragging — the economy.

Tax Rules When Selling Your Home

Tax Rules When Selling Your Home

The tax rules governing profits you realize from the sale of your home have changed in recent years.

 

A House Divided

By understanding a few key concepts during a divorce, you may be able to avoid common pitfalls.

The Financial Literacy Crisis

Many Americans are operating their personal finances with only the barest minimum of knowledge.

9 Facts About Social Security

There are things about Social Security that might surprise you.

Directors and Officers Liability Insurance

Not only can D&O insurance provide financial protection, but it can help improve an organization’s decision-making.

Personal Finance Tips for Military Families

Military families face unique challenges, making personal finance even more critical.

The Best Apps in Travel

Technology tips to make your next trip even better.

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Comparing Investments

This calculator compares the net gain of a taxable investment versus a tax-favored one.

What Is My Current Cash Flow?

Assess whether you are running “in the black” or “in the red” each month.

Federal Income Tax

Use this calculator to estimate your income tax liability along with average and marginal tax rates.

Roth 401(k) vs. Traditional 401(k)

This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).

Saving for Retirement

This calculator can help you estimate how much you may need to save for retirement.

Doubling Your Money

This calculator demonstrates the power of compound interest.

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Long-Term-Care Protection Strategies

The chances of needing long-term care, its cost, and strategies for covering that cost.

Investment Strategies for Retirement

Investment tools and strategies that can enable you to pursue your retirement goals.

Protecting Those Who Matter Most

The importance of life insurance, how it works, and how much coverage you need.

Managing Your Lifestyle

Using smart management to get more of what you want and free up assets to invest.

Your Cash Flow Statement

A presentation about managing money: using it, saving it, and even getting credit.

Tax Management Strategies

Learn more about taxes, tax-favored investing, and tax strategies.

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Saving for College 101

Here’s a crash course on saving for college.

Ready for Retirement?

Are you ready for retirement? Here are five words you should consider.

The Power of Compound Interest

Learn how to harness the power of compound interest for your investments.

A Bucket Plan to Go with Your Bucket List

A bucket plan can help you be better prepared for a comfortable retirement.

The Facts About Income Tax

Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.

16 Wall Street Cliches in 60 Seconds

Pundits say a lot of things about the markets. Let's see if you can keep up.

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