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FREE FINANCIAL ASSESSMENT

SHORE FINANCIAL PLANNING IS A FEE-ONLY FINANCIAL PLANNER SERVING FAMILIES IN NEW JERSEY PURSUING FINANCIAL FREEDOM

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.

Our comprehensive financial planning services are perfect for those looking for clarity, organization and education in their financial life. Your plan will help you identify your values, get clear on your goals, identify gaps, build a framework for success, and ensure that you have an accountability partner to keep you on track to a meaningful financial future.

Whether it’s saving for retirement, managing your investments, planning for your career, stashing away for your kid’s education, or having a clearer picture of how to integrate your business and personal finances to make your life work, we’ve got you covered.