Advisor & Wealth Manager for Full-time Boaters, RVers and Business Owners
As well as other successful professionals.
Preparing clients for a more secure and prosperous future.
Full-time Boaters & RVers
Realizing the dream of living aboard a boat or RV, whether full-time or part-time, often begins with the question, "How can I afford it?" As seasoned boaters and RVers, we grasp these lifestyles' complexities and guide you through the necessary decisions to craft a plan. From choosing your cruising destinations to selecting the right RV or boat, learning to downsize for limited space, and deciding whether to maintain a land-based home, we're here to assist. While this lifestyle offers immense rewards, it also comes with significant decisions and opportunity costs. Our support prepares you both financially and mentally for when the time arrives. We consider all implications, including taxes, safety, mechanical issues, mail, internet access, and medical emergencies, even at sea or abroad. With our extensive network of resources, we ensure you're equipped for the freedom this lifestyle provides.
Single-Member LLC Owners & Sole Proprietors
Owners of Single-Member LLCs have unique financial needs compared to traditional W2 employees or other business owners. The income of a Single Person LLC is treated like that of a sole proprietorship for tax purposes, yet it provides limited liability protection, given that business and personal finances are kept distinct. These owners are eligible for benefits like the Simplified Employee Pension Plan (SEP), which requires proper setup and investment management. A thorough financial plan for such owners should review the business to maximize all available benefits, including Health Savings Accounts (HSAs), proper business expense accounting, balancing business growth with retirement savings, and providing deserved benefits to any employees. LLC owners are advised to consult a Financial Advisor to navigate the complex financial aspects of ownership.
Successful Professionals
Islands East Advisors (IEA) primarily caters to the unique needs of the full-time boating and RVing community, as well as small business owners. However, the firm extends its services beyond these groups, with a significant number of clients coming from various professional backgrounds. IEA is inclusive and offers detailed financial and investment guidance to all professional households seeking such expertise.
All Stages of Life
No matter your stage in life, reach out for a no-obligation consultation today. IEA holds the belief that everyone is entitled to financial advice. The greatest advantages often arise from initiating this process early in your career. However, it is never too late to begin planning for a future where you can live free of financial stress.
Memberships & Partners
