Why Islands East Advisors?
Why Islands East Advisors?
Why Islands East Advisors?
- As a lifelong boater who has owned many boats from a 16 ft. bass boat to a 35 ft. Aft Cabin Carver, I have researched the liveaboard cruising lifestyle for years.
- Specialized Financial Planning - We help you structure your finances to support full-time cruising - including budgeting, asset management, and contingency planning.
- As a sponsor of America's Great Loop Cruisers' Association (AGLCA) we have the ability to offer clients a complimentary membership to AGLCA (within limits).
- Curated Resources & Partnerships (coming soon) - Access to our growing repository of vetted services and partners.
Who We Help
Why Islands East Advisors?
Why Islands East Advisors?
- Aspiring Loopers & Liveaboards - Planning your escape? We'll help you build a financial roadmap to live your dream.
- Current Cruisers Seeking a New Advisor - Already living the dream but want a financial partner who truly understands yoru lifestyle? Let's talk.
How We Help
Why Islands East Advisors?
How We Help
- Virtual meetings from anywhere
- Flexible planning tailored to your cruising schedule
- Coordination with your existing professionals (CPAs, attorneys, etc.)
- Investment Management focused on your goals
- Additional services for small business owners