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25 Years of Tax & Financial Experience NO Financial Product Sales! Your Best Interest…Always! No Corporate Sales Scripts I Work Only For You Not Some Big Bank
Speak with a trusted fiduciary advisor to help
you improve your current financial situation for free!
SHORE FINANCIAL PLANNING IS A FEE-ONLY ASSET MANAGEMENT FIRM SERVING FAMILIES IN LONG BRANCH
WHY Shore Financial Planning
How Shore Financial Planning IS DIFFERENT
NO Fine Print!
25 Years of Tax & Financial Experience
NO Financial Product Sales!
Your Best Interest…Always!
No Corporate Sales Scripts
I Work Only For You Not Some Big Bank
Fee-Only Financial Advisors never earn commission or sell investment products.
We develop an appropriate asset allocation strategy that is customized to meet the goals and time horizon for each client.
MANAGING RISK IS AN ONGOING PROCESS
Asset allocation, smart diversification, and disciplined rebalancing are important tools we use to help clients manage risk in line with their specific goals.
FEES & EXPENSES COME IN MANY UNEXPECTED FORMS
There is more to consider than just basis points and trading costs, including higher taxes and internal investment expenses. This is especially true with active management. These additional costs offset or reduce overall performance. Instead, our investment approach focuses on minimizing costs and optimizing returns to help client’s reach their goals faster.
TAX-FOCUSED INVESTING CAN ENHANCE RETURNS
We minimize taxes by focusing on investment location, gain/loss harvesting, charitable giving and passive investing. Over time these strategies help clients pay less taxes and enhance their overall investment returns.