Shore Financial Planning, LLC
Shore Financial Planning is a fee-only, tax-focused financial planning firm designed to bring peace of mind to the complex and confusing financial decisions that families face.
ALL-INCLUSIVE = Unlimited Access. Our fee is transparent, in writing, with NO SMALL PRINT!!!
Tax Planning +Tax Preparation + Retirement Planning + Portfolio Analysis + Investment Strategy + Insurance Planning + Estate Planning + Education Planning + Business Planning + Cash Flow Analysis + Ongoing Support for ALL your financial needs!
We provide tax & investment advice based on your goals only after considering all your financial risks, your tax strategy, and the rest of your financial plan.
Fiduciary + Fee-Only + Comprehensive = Objective Investment Advice
NO SALES, NO COMMISSIONS, NO KICKBACKS!!!
Fee-Only, Holistic Advice Leads To Better Financial Decisions and Fewer Worries
Disclaimer: Limitations. This list only serves as a resource to assist an individual in
identifying a potential advisor for their review and consideration. The appearance of an
adviser on the list is not endorsement by NAPFA of that advisor's services. There can be
no assurance that you will experience a certain level of results or satisfaction if you
engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not
pay NAPFA a separate fee to appear on the list.