SHORE FINANCIAL IS A FEE-ONLY FINANCIAL PLANNING & INVESTMENT MANAGEMENT FIRM SERVING BUSINESS OWNERS SEEKING TRUE FINANCIAL WEALTH & FAMILIES PURSUING FINANCIAL FREEDOM

WHY Shore Financial Planning

Certified Public Accountants are licensed by the state and authorized by the state to practice public or private accounting. CPA licensing requirements are state specific, but typically include a bachelors degree with additional accounting coursework, successful completion of the Uniform CPA Exam, work experience, successful completion of an approved ethics course, and ongoing continuing education.

CFP® professionals are held to strict ethical standards to ensure financial planning recommendations are in your best interest. A CFP® pro must acquire several years of experience related to delivering financial planning services to clients and pass the comprehensive CFP® Certification Exam.

25 Years of Tax & Financial Experience My mission is to provide our clients with the best path to wealth accumulation, retention, and tax reduction by creating and implementing strategies that are tailored to their unique goals. I am driven to provide clients with professional advice that enhances their quality of life and leads to simple solutions, financial clarity and peace of mind.

How Shore Financial Planning IS DIFFERENT

Most advisers charge commissions and don’t focus on the importance of financial planning. Their priority is managing money. As a Fee Only Advisor we fully disclose all fees and work as a Fiduciary to make sure the plan we put together is in your best interest.
NO Financial Product Sales!
NO Commissions!
NO Fine Print!

At Shore Financial Planning, we focus on our clients and make sure they enhance their current situation. We review tax returns and understand our clients so we know exactly what to recommend. We are proud to say we are legally obligated to do what’s in our clients best interest.

Freedom to create the best Tax, Financial and Investment strategies for you and your family to achieve your goals. I work only for my clients not some Big Bank, Investment Firm or Insurance Company! Tax-Focused Comprehensive Financial Planning.

  • 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, I work with all areas of your finances – retirement, investments, taxes, and more – to create a customized financial plan that evolves as your circumstances change.

 

I work only for you…

I am absolutely committed to providing the highest level of service for the most reasonable fee. If I cannot add value to our relationship, I 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?

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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

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