Holistic and Fee-Only I chose to be a holistic financial planner who charges on a fee-only basis. The holistic part means I work with my clients on all aspects of their financial situation including retirement planning, portfolio analysis and investment planning including specific strategies and recommendations, insurance planning, estate planning, budgeting and cash flow, tax […]
Read moreShore Financial Planning is a fee-only financial advisor based in Monmouth Beach, New Jersey. As a fee-only/commission-free/flat-fee financial planner, I do not sell products or collect commissions. I am a fiduciary financial planner that specializes in tax-focused planning as a CERTIFIED PUBLIC ACCOUNTANT (CPA), and CERTIFIED FINANCIAL PLANNER™ CFP® professional. I serve clients in New Jersey and remotely throughout the U.S.A.