Tobias Financial Advisors

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Financial Planning Consultants, Accounting Services, Financial Planners

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35 Years

in Business

Accredited

Business

(954) 424-1660Call Visit WebsiteVisit Website Map & DirectionsDirections1000 S Pine Island Rd Ste 330Plantation, FL 33324 Write a ReviewWrite Review

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Hours

Regular Hours

Mon - Fri:	9:00 am - 5:00 pm

Tobias Financial Advisors

Tax Planning
Yes, we believe that it is important and crucial to financial success for the entire family to be involved.Â In many cases, our clients have children who are just finishing college or starting out in their careers, and we welcome the opportunity to offer coaching and guidance with the many financial decisions they need to make.Â This offer may include assistance with employer benefits, budgeting, establishing retirement accounts, tax planning, etc.

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Port Everglades (13 miles)

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BBB Rating

Extra Phones

Fax: (954) 424-9545

Payment method

amex, cash, discover, master card, visa

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AKA

Tobias Financial Advisors, Inc.

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http://tobiasfinancial.com

https://tobiasfinancial.com

Categories

Financial Planning Consultants, Accounting Services, Financial Planners, Financial Services, Investment Advisory Service, Investment Management, Mutual Funds, Retirement Planning Services, Tax Return Preparation, Taxes-Consultants & Representatives

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Details

Phone: (954) 424-1660

Address: 1000 S Pine Island Rd Ste 330, Plantation, FL 33324

Website: http://tobiasfinancial.com

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Tobias Financial Advisors

Tax Planning
Yes, we believe that it is important and crucial to financial success for the entire family to be involved.Â In many cases, our clients have children who are just finishing college or starting out in their careers, and we welcome the opportunity to offer coaching and guidance with the many financial decisions they need to make.Â This offer may include assistance with employer benefits, budgeting, establishing retirement accounts, tax planning, etc.
Charitable Giving
During a meeting with a new wealth management client we learned that he lacked the oversight from a comprehensive advisory team. This was made clear to Tobias Financial Advisors when we reviewed the tax returns and noticed that over the three most recent prior tax years, the client paid tax on about $100K of capital gains while also having made cash charitable contributions of an amount equal to the capital gains. What the client (and his CPA) didnâ€™t realize was that there was an opportunity to transfer the securities that created those capital gains to the organizations to which he had made cash donations. Transferring the appreciated securities â€œin-kindâ€ to the charity instead of selling would have saved the client the tax on the capital gains while still getting the benefit of the charitable deduction.
Estate Taxes
Tax Services
Roth IRA
Our Roth conversion strategy was implemented with multiple Roth IRA accounts so that we could monitor the success of each asset class and ensure that the client only keeps the â€œwinnersâ€ even though the conversion was at a very low tax rate.
Tax Deductions
Income Tax
Information received from you on applications and/or other forms, including but not limited to income tax returns and verbal communications. This information may include but is not limited to your name, address, social security number, assets, income, and other information that is required by Industry Regulators.

Investment Management
This website and blog is a publication of Tobias Financial Advisors. Information presented is believed to be factual and up-to-date, but we do not guarantee its accuracy and it should not be regarded as a complete analysis of the subjects discussed. All expressions of opinion reflect the judgment of the authors as of the date of publication and are subject to change. Information on this website and blog do not involve the rendering of personalized investment advice. A professional advisor should be consulted before implementing any of the options presented. No content should not be construed as legal or tax advice. Always consult an attorney or tax professional regarding your specific legal or tax situation. Information on this website and blog is not an offer to buy or sell, or a solicitation of any offer to buy or sell the securities mentioned herein. Case studies are for illustrative purposes only and should not be construed as a testimonial. They do not represent the experience of any specific advisory client. Each clientâ€™s situation is different, and goals may not always be achieved. It is unknown if the client approved or disapproved of the services rendered. None of the persons photographed is a current or former client of Tobias Financial Advisors. These photos should not be construed as an endorsement or testimonial from them. Hyperlinks on this website are provided as a convenience; Tobias Financial Advisors disclaims any responsibility for information, services, or products found on websites linked hereto. Additionally, Tobias Financial Advisors is not liable for any direct or indirect technical or system issues or any consequences arising out of your access to or your use of third-party technologies, websites, information and programs made available through this website. When you access one of these websites, you are leaving our website and assume total responsibility and risk for your use of the websites you are linking to. Tobias Financial Advisors is registered as an investment advisor with the SEC. The firm only transacts business in states where it is properly registered, or is excluded or exempted from registration requirements. SEC registration does not constitute an endorsement of the firm by the Commission nor does it indicate that the advisor has attained a particular level of skill or ability. Third-party rankings or recognition by rating services or publications are no guarantee of future investment success. Working with a highly-ranked advisor does not ensure that a client or prospective client will experience a certain level of performance or results. These rankings should not be construed as an endorsement of the advisor by any client nor are they representative of any one clientâ€™s evaluation. Generally, rankings and recognition are based on information prepared and submitted by the advisor. Upon written request, Tobias Financial Advisors will provide you with more information regarding how a particular ra
Mutual Funds
Typically not. We employ a mix of passive investments such as Exchange Traded Funds (ETFs) and actively managed mutual funds to build a broadly diversified portfolio designed to withstand market volatility and meet your financial goals.
Wealth Management
Tobias Financial Advisors, established in 1980, provides team-oriented, fee-only comprehensive personalized wealth management services to a select group of clients. We are a boutique firm that maintains a close relationship with our clients due to our strong belief and commitment to providing the time necessary to truly help our clients accomplish their goals. Our process starts with listening to and understanding the needs of each client, followed by fulfilling those needs with uniquely devised strategies, plans, and solutions. We are strong advocates that the â€œassembly lineâ€ , commission based, investment approach lacks the tailored strategies needed to accomplish every clientâ€™s unique goals. For more information about Tobias Financial Advisors, please visit the Who We Are and Services sections of our website. If you would like to join our team, please check below for open positions or submit your resume for rolling consideration.

Accounting Services

Financial Planning
The collection of confidential non-public information is essential for the financial planning process as well as investment advisory services. Tobias Financial Advisors (TFA) has always placed an extremely high priority on maintaining the confidentiality of our clients’ personal and financial information.
Retirement Planning
Personal Financial Specialist (PFS) is a specialty credential awarded by the American Institute of Certified Public Accountants (AICPA) to CPAs who specialize in helping individuals plan all aspects of their wealth. Every three years, PFS professionals must complete 60 hours of continuing professional education. PFS applicants study estate planning, retirement planning, investing, insurance, and other areas of personal financial planning. To become a PFS, candidates must be active members of the AICPA, have at least three years of financial planning experience, meet all the requirements for being a CPA, receive professional recommendations, and pass a comprehensive written exam.
Asset Management
Institute an investment policy statement (IPS) or an investment policy process (IPP) that is appropriate to the engagement and describes the investment strategy. Have access to a representative universe of investment vehicles that provide ample options to meet the desired asset allocation in consideration of generally accepted criteria.
College Funding

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