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Monthly Archive for: "January, 2020"

The SECURE Act and YOU!

January 17, 2020
#In The News
 The SECURE Act and YOU!

As you may or may not know, during the last two weeks of 2019, there was a major piece of legislation that affects quite a few staple planning opportunities.  Our goal is to always provide [...]

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Congratulations to Yesenia on Her New Board Position

January 9, 2020
#TFA News
 Congratulations to Yesenia on Her New Board Position

It is with great pride that we announce Yesenia has recently joined the Leadership Council for Take Stock in Children of Broward County. Her passion for the organization and its mission will [...]

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3 Ways to Avoid Financial Conflict

January 6, 2020
#In The News
 3 Ways to Avoid Financial Conflict

For many couples, the source of conflict can be finances. In fact, according to a recent PolicyGenius article, which quoted our own Catalina Franco-Cicero, many couples would choose to pay to [...]

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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, Suite 450
Plantation, FL 33324

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

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