WE'RE A FEE-ONLY FINANCIAL PLANNING & INVESTMENT MANAGEMENT FIRM

WE ARE ALSO A FIDUCIARY

WHY DOES THAT MATTER?

  • Looking to take control of your investments?
  • Looking to collaborate with a financial advisor who puts your interests first?
  • Ready to reevaluate your tax situation?
  • Want to take the worry from your financial future?

 

Integrated financial planning…

All the pieces of your financial life are related. You can’t decide about one without it impacting another. Helping you see the big picture, we work with all areas of your finances – retirement, investments, taxes, and more – to create a customized financial plan that evolves as your circumstances change.

 

We work for you…

We are absolutely committed to providing the highest level of service for the most reasonable fee. If we cannot add value to our relationship, we will be up-front and make an honest recommendation. That’s a promise that’s difficult to find in the financial services industry.

How do your current services compare?

Key:

Always:

Sometimes:

Rarely:

CategoryShore Financial PlanningNon Fee-Only PlannersCPA, Tax AccountantInsurance AgentsBrokers
Portfolio & Net Worth Analysis
Investment Planning & Implementation
Tax Planning & Tax Projections
Tax Preparation with Audit Protection
Financial Independence Planning/Retirement Analysis
Debt Management, Reduction, & Leverage
Education Planning
Insurance Analysis (home, life, auto, etc.)
Estate Planning
Mortgage Review/Refinance Advice
Employee Benefits Review
Cash Flow Analysis & Record Keeping
Goal Setting
Unlimited Advice
Coaching: Financial/Life/Business

Shore Financial Planning – Fee-Only, NO Sales, NO Commissions or Kickbacks

Non Fee-only Planners – Commissions and/or Fees Based on Assets Managed

CPA/Tax Accountants: Fee Based on Hourly Rates PLUS Commissions if they Sell Products

Insurance Agent – Commissions

Brokers – Commissions and/or Fees Based on Assets

Affiliations

Affiliations
Affiliations
Affiliations
Affiliations
Affiliations