skip navigation

Isaacson Tax & Estate Advisors

Your "One Stop" Retirement Information Center

Contact Us

1301 N. Congress Ave Suite 350
Boynton Beach, FL 33426
  • Phone:
    (561) 536-0585
  • Fax:
    (561) 536-0586
  • E-mail address: bisaacson@itaxfl.com
  • Home
  • About Us
    • Our Mission Statement
    • Our Firm
    • Our Services
    • Our Qualifications
    • Our Location
    • Tell A Friend
  • Resources
    • Articles
    • Flipbooks
    • Newsletters
    • Glossary
    • Tax Library
    • Videos
  • Market Watch
    • Detailed Quotes
    • Symbol Lookup
    • Multi Quote
    • Markets at a Glance
    • Charting
    • Portfolios
  • Request A Quote
    • Annuity
    • Long-Term Care Insurance
    • Group Health
    • Life Insurance
    • Individual Health
    • Disability Income Insurance
    • 401(k) Information Request
    • Information Request
  • Contact Us
  • 40% of U.S. workers have saved less than $25,000 for retirement.* -- *2019 Retirement Confidence Survey, EBRI
  • Only 42% of Americans know how much money to save for retirement.* -- *2019 Retirement Confidence Survey EBRI
  • 43% of retirees left the workforce earlier than planned.* -- *2019 Retirement Confidence Survey EBRI

Your "One Stop" Retirement Information Center

share |

Site Map

  • Home

    • Contact Us
    • Our Mission Statement
    • Our Firm
    • Our Services
    • Our Qualifications
    • Our Location
    • Tell A Friend

  • Learning Center

  • Flipbooks

    • Financial Management Insight: Strategies to Help Build Your Future
    • Understanding Social Security and Medicare: America’s Retirement Safety Net
    • Higher Education: College Saving and Funding Strategies
    • Investing Basics: Embark on Your Wealth-Building Journey

  • Newsletters

  • Research Articles

    • Planning Options

  • Videos

    • Should You Pay Off Debt or Save for Retirement?
    • The Retirement Income Factor
    • What Is Investment Risk?
    • Do You Know Who Your Beneficiaries Are?
    • The Value of a Bond
    • What Would Happen to Your Estate?
    • What Is An Annuity?

  • Glossary

  • Quote Requests

    • Annuity
    • Long-Term Care Insurance
    • Group Health
    • Life Insurance
    • Individual Health
    • Disability Income Insurance
    • 401(k) Information Request
    • Information Request

  • Market Watch

    • Market Watch
    • Detailed Quotes
    • Symbol Lookup
    • Multi Quote
    • Markets at a Glance
    • Charting
    • Portfolios

  • Flipbooks

Contact Us

1301 N. Congress Ave Suite 350
Boynton Beach, FL 33426
  • Phone:
    (561) 536-0585
  • Fax:
    (561) 536-0586
  • E-mail address: bisaacson@itaxfl.com
Securities and advisory services offered through Independent Financial Group, LLC (IFG), a registered broker-dealer and investment advisor.  Member FINRA / SIPC.  Isaacson Tax & Estate Advisors (ITEA) and IFG are unaffiliated entities.  OSJ Branch: 12671 High Bluff Dr, Suite 200, San Diego, CA 92130. Licensed to sell securities in the following state: FL, NY, VA.  Securities and investments involve risk.  Certain tax or estate planning strategies may be used in effort to reduce overall risk to one's portfolio.  However, risk related to securities and investment products can never be completely eliminated.  ITEA does not practice law or offer legal advice.  ITEA has relationships with properly licensed FL attorneys for document preparation and review.  Information provided is from sources believed to be reliable however we cannot guarantee or represent that it is accurate or complete.  Hyperlinks are provided as a courtesy.  When you link to a 3rd party website you are leaving our site and assume total responsbility for your use at these sites.
  • Privacy Policy
  • Site Map
Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck