Isaacson Tax & Estate Advisors
1301 N. Congress Ave Suite 350
Boynton Beach, FL 33426
Phone:
(561) 536-0585
Fax:
(561) 536-0586
E-mail:
Your "One Stop" Retirement Information Center
Isaacson Tax & Estate Advisors is a full service retirement planning company, headquartered in Boynton Beach since 2004. We are accredited members of the Better Business Bureau of South Florida and are active members of the Boynton Beach Chamber of Commerce.
Unlike many brokerage firms which have “house products” that their advisors often push, we are purely independent and are “goal driven,” not “product driven.” Since we also provide tax preparation services for our clientele, and work in close conjunction with estate planning attorneys, our planning and advice is specifically tailored to your individual situation.
Beneficiaries who postpone claiming Social Security past full retirement age have the option of receiving a lump-sum payment for up to six months of benefits when they finally apply.
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Special needs trusts and ABLE accounts can help disabled individuals establish financial independence and save for the future without losing access to critical government benefits.