Middletown Would you like to reduce your tax burden?

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

FREE FINANCIAL ASSESSMENT

SHORE FINANCIAL PLANNING IS A TAX-FOCUSED FINANCIAL PLANNING FIRM PROVIDING TAX PREPARATION SERVICES FOR INDIVIDUALS IN  MIDDLETOWN

WHY Shore Financial Planning

 

 

25 Years of Tax & Financial Experience

How Shore Financial Planning IS DIFFERENT

NO Financial Product Sales!
NO Commissions!
NO Fine Print!

Your Best Interest…Always!

No Corporate Sales Scripts

I Work Only For You Not Some Big Bank

A Fee-Only Financial Planner can help you in all aspects of your financial life – comprehensive financial planning, retirement planning, investment management, insurance analysis, and more. From the simple to complex, a Fee-Only Financial Planner can help you work toward your objectives.

Fee-Only Financial Advisors never earn commission or sell investment products.

We are working with you throughout the year, not just when it’s time to file your return, so we spot new opportunities for tax savings as they arise, and you have the necessary time to act on our advice.

Who you choose for tax planning and preparation is important. As fiduciaries and personal income tax specialists, we understand and use current and lawful strategies to minimize taxes and help you build wealth.