All-Inclusive Financial & Tax Advice For A Fair Flat Price
Reduce Taxes * Invest Smarter * Build & Protect Wealth

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WHAT'S IN IT FOR YOU

  • Reduce Taxes

  • Invest Smarter

  • Convert High Income Into Wealth

  • Avoid Costly Financial Mistakes

  • Save Time

  • Feel Good About Your Finances

Who I Serve

I serve clients from all professions and stages of life, but a large majority of my clients are physicians and medical professionals.

Whether you are just starting out and struggling with student loan debt or whether you’re a high earner looking to have your taxes, portfolio and financial life managed by a qualified professional, I can help.

HOW I AM DIFFERENT

  • Fee-Only

  • Fiduciary

  • Independent

  • All-Inclusive Advice

WHY SHORE FINANCIAL PLANNING

AFFILIATIONS

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