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!”
A Living Trust Primer
Living trusts are popular, but their appropriateness will depend upon your individual needs and objectives.
Protecting Your Business from the Loss of a Key Person
Business owners may be able to protect themselves from the financial consequences of losing a key employee.
Should You Ever Retire?
A growing number of Americans are pushing back the age at which they plan to retire. Or deciding not to retire at all.
A few strategies that may help you prepare for the cost of higher education.
Understanding how a stock works is key to understanding your investments.
Investors who put off important investment decisions may face potential consequence to their future financial security.
Without a solid approach, health care expenses may add up quickly and potentially alter your spending.
In the face of divorce, making changes to insurance coverage may be overlooked.
There are common mistakes you can avoid when saving for retirement.
Use this calculator to assess the potential benefits of a home mortgage deduction.
This calculator can help determine whether it makes sense to refinance your mortgage.
Assess how many days you'll work to pay your federal tax liability.
Estimate the total cost in today's dollars of various mortgage alternatives.
This questionnaire will help determine your tolerance for investment risk.
Determine your potential long-term care needs and how long your current assets might last.
Principles that can help create a portfolio designed to pursue investment goals.
Learn more about taxes, tax-favored investing, and tax strategies.
Investment tools and strategies that can enable you to pursue your retirement goals.
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.
A quick history of the Federal Reserve and overview of what it does.
Why are 401(k) plans, annuities, and IRAs so popular?
A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.
What are your options for investing in emerging markets?
Women are great at multi-tasking. But many drop the ball when preparing for retirement.
The decision whether to buy or rent a home may have long-term implications.