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) 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”
- 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!”
Retiree Health Care Coverage Overseas
Retirees traveling abroad need to know that their health insurance travels with them.
9 Facts About Social Security
There are things about Social Security that might surprise you.
“Dirty Dozen” Tax Scams to Watch For
Every year the IRS releases its list of tax scams, spotlighting some ways that people try to separate you from your money.
Whole life insurance remains in force as long as you remain current with premiums. Here's how it works.
Longer, healthier living can put greater stress on retirement assets; the bucket approach may be one answer.
Understanding some basic concepts may help you assess whether zero-coupon bonds have a place in your portfolio.
The money problems or bad lifestyle habits of adult children could lead to the squandering of any inheritance they receive.
Understanding the value of a home warranty.
Variable Universal Life is permanent insurance in which the policyholder directs how premiums are invested.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
Estimate how much you have the potential to earn during your working years.
Assess whether you are running “in the black” or “in the red” each month.
This calculator can help you estimate how much you should be saving for college.
Estimate how much of your Social Security benefit may be considered taxable.
Estimate how much income may be needed at retirement to maintain your standard of living.
The chances of needing long-term care, its cost, and strategies for covering that cost.
Principles that can help create a portfolio designed to pursue investment goals.
Using smart management to get more of what you want and free up assets to invest.
There are a number of ways to withdraw money from a qualified retirement plan.
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.
Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.
There’s an alarming difference between perception and reality for current and future retirees.
There are three things to consider before dipping into retirement savings to pay for college.
Do you know how long it may take for your investments to double in value? The Rule of 72 is a quick way to figure it out.
When do you need a will? The answer is easy: Right Now.
The decision whether to buy or rent a home may have long-term implications.