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FREE FINANCIAL ASSESSMENT

SHORE FINANCIAL PLANNING IS A FEE-ONLY ASSET MANAGEMENT FIRM SERVING FAMILIES IN  MONMOUTH BEACH

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 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.