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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!”

Helpful Content

Weighing the Benefits of Prepaid Debit Cards

Weighing the Benefits of Prepaid Debit Cards

It's important to understand the pros and cons when considering a prepaid debit card.

Raising Healthy Children

Raising Healthy Children

Healthy habits are one of the greatest gifts to give your child.

How Income Taxes Work

How Income Taxes Work

A quick look at how federal income taxes work.

 

Choices for Your 401(k) at a Former Employer

Individuals have three basic choices with the 401(k) account they accrued at a previous employer.

Can Group, Private Disability Policies Work Together?

Loss of income from disability has the potential to cause financial hardship. Disability insurance can help.

Donating Art: Taxation Abstraction

The tax rules that govern donating art are complex and confusing. Take a closer look.

Stop Wasting Money

One way to find money is to examine your current spending habits and eliminate money wasters.

You May Need to Make Estimated Tax Payments If…

Have income that isn’t subject to tax withholding? Or insufficient withholdings? You may have to pay estimated taxes.

Keeping Summer Safe: Pool and Spa Safety Tips

Each year hundreds of children die or are injured in pool accidents. By taking seven steps, you can keep your pool safe.

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Long-Term-Care Needs

Determine your potential long-term care needs and how long your current assets might last.

Social Security Taxes

Estimate how much of your Social Security benefit may be considered taxable.

Estimate Your RMD

Help determine the required minimum distribution from an IRA or other qualified retirement plan.

What Is My Risk Tolerance?

This questionnaire will help determine your tolerance for investment risk.

Federal Income Tax

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

Taxable vs. Tax-Deferred Savings

Use this calculator to compare the future value of investments with different tax consequences.

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Tax Management Strategies

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

Managing Your Lifestyle

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

Principles of Preserving Wealth

How federal estate taxes work, plus estate management documents and tactics.

An Inside Look at Retirement Living

A number of questions and concerns need to be addressed to help you better prepare for retirement living.

Retirement Plan Distributions

There are a number of ways to withdraw money from a qualified retirement plan.

Your Cash Flow Statement

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

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Your DNA Test

If you have a family that relies on your income, it’s critical to know what their needs would be in the event of your death.

Jane Bond: Decoding Diversification

Agent Jane Bond is on the case, discovering how bonds diversify a portfolio.

Investments

You’ve made investments your whole life. Work with us to help make the most of them.

Women and Retirement

Women are great at multi-tasking. But many drop the ball when preparing for retirement.

Making Your Tax Bracket Work

Have you explored all of your choices when it comes to managing your taxable income?

The New Wild West: Bitcoin

Bitcoin’s future is uncertain, but one thing is for sure: it’s the wild west out there, and there is no sheriff in town.

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