SHORE FINANCIAL IS A FEE-ONLY FINANCIAL PLANNING & INVESTMENT MANAGEMENT FIRM SERVING BUSINESS OWNERS SEEKING TRUE FINANCIAL WEALTH & FAMILIES PURSUING FINANCIAL FREEDOM
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?
|Category||Shore Financial Planning||Non Fee-Only Planners||CPA, Tax Accountant||Insurance Agents||Brokers|
|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|
|Insurance Analysis (home, life, auto, etc.)|
|Mortgage Review/Refinance Advice|
|Employee Benefits Review|
|Cash Flow Analysis & Record Keeping|
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
Start Building Your Future
My goal is to partner with you to clarify your goals, develop a plan, and guide you to continued success. I believes my best work is done for clients when we work together on an ongoing basis.