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!”
An Overview of Renter’s Insurance
Don’t overlook the need for renter’s insurance if you rent your home.
Should You Tap Retirement Savings to Fund College?
There are three things to consider before dipping into retirement savings to pay for college.
Retiree Health Care Coverage Overseas
Retirees traveling abroad need to know that their health insurance travels with them.
Affluent investors face unique challenges when putting together an investment strategy. Make sure you keep these in mind.
Important items to consider when purchasing condo insurance.
Ascertaining the value of your business is important for a variety of reasons.
Understanding the economy's cycles can help put current business conditions in better perspective.
Five phases to changing unhealthy behaviors.
When you take the time to learn more about how it works, you may be able to put the tax code to work for you.
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
This calculator will help determine whether you should invest funds or pay down debt.
Estimate your monthly and annual income from various IRA types.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
This questionnaire will help determine your tolerance for investment risk.
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
There are some smart strategies that may help you pursue your investment objectives
The chances of needing long-term care, its cost, and strategies for covering that cost.
A presentation about managing money: using it, saving it, and even getting credit.
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.
Investment tools and strategies that can enable you to pursue your retirement goals.
Women must be ready to spend, on average, more years in retirement than men.
Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.
The decision whether to buy or rent a home may have long-term implications.
If your family relies on your income, it’s critical to know what their needs would be in the event of your death.
A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate
There are a few things to consider when buying or leasing your next vehicle.