25 YEARS OF TAX & FINANCIAL EXPERIENCE HELPING BUSINESS OWNERS ACHIEVE TRUE WEALTH

Speak with a trusted fiduciary advisor to help
you improve your current financial situation for free!

FREE FINANCIAL ASSESSMENT

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.