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Benjamin A. Tobias, CFP®, CPA, CIMA

Tobias Financial Advisors

1000 S Pine Island Rd
Ste 250
Plantation, FL 33324
Phone: (954) 424-1660

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Household Income Minimum: $0
Investable Asset Minimum: $750,000

Specialties
  • Comprehensive Financial Planning
  • Attending College
  • 401(k)/403(b)/IRAs
  • Charitable & Planned Giving
  • Asset Allocation
  • Investment Management
  • Estate Planning
  • Getting Divorced
  • Mutual Funds
  • Real Estate
  • Retirement
  • Life Planning
  • Succession Planning
  • Sudden Wealth
  • Personal Taxes
  • Women's Finances

 

How Planner Charges

Considerations: We are a wealth management firm, investment and planning decisions are made based upon overall financial situation and goals.

I will provide a free initial consultation to prospective clients so we may determine if their needs and my practice are well-matched.