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Monthly Archive for: "July, 2018"

Non-Deductible IRA

July 31, 2018
#Wealth Management
 Non-Deductible IRA

What is a Non-Deductible IRA? Non-deductible IRAs are among the various ways you can save for your retirement. With non-deductible IRAs, the funds you contribute are not deducted from your taxes [...]

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What does a financial advisor do?

July 9, 2018
#Wealth Management
 What does a financial advisor do?

Tobias Financial Advisors’ CEO, Marianela Collado, is passionate about the role our financial advisors play in the lives of our clients and the importance of financial planning in general for [...]

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In the News: ‘Hurry Up and Get a Divorce’? For the Rich, There’s an Incentive

July 5, 2018
#TFA News
 In the News: ‘Hurry Up and Get a Divorce’? For the Rich, There’s an Incentive

Tobias Financial Advisors was featured in The New York Times article titled “‘Hurry Up and Get a Divorce’? For the Rich, There’s an Incentive.” You can read the full article here.

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  • Should You Set Up a Trust?
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  • What Our Recent Award Says about Us
    What Our Recent Award Says about Us
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About Us
Tobias Financial Advisors, established in 1980, provides personalized wealth management services to a select group of clients. We are a boutique firm who keeps in close touch with our clients. We are on the registry for the Institute for the Fiduciary Standard.
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TOBIAS FINANCIAL ADVISORS

1000 S. Pine Island Road, #250
Plantation, FL 33324

Phone: 954-424-1660
www.tobiasfinancial.com

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