Family on a beach

Fee-Only Financial Advisor

Reduce Taxes • Invest Smarter • Build & Protect Wealth

Schedule Your Free Financial Assessment

Financial Planning from a CFP® + Tax Planning from a CPA

Shore Financial Planning offers the unique combination of comprehensive financial planning and advanced tax strategies under the same roof. This allows us to provide coordinated advice on taxes, investment management, retirement planning, insurance, estate planning, cash flow planning, college funding, and business planning.

It allows our clients to have all aspects of their financial lives managed in one place, by one trusted fiduciary.

What makes us different?

Taxes are by far your biggest expense. We plan and prepare taxes for clients and provide comprehensive tax advice year-round. Learn more.

Just like you wouldn’t hire a doctor without a medical degree, you shouldn’t hire a financial advisor who isn’t properly educated and credentialed. Learn more.

As Registered Investment Advisors, we have a fiduciary duty to act in the best interests of our clients. Learn more.

We are fee-only financial advisors, meaning that we do not sell products or accept commissions. Learn more.

Contact Us

We work with clients from shore to shore.

Meet us anytime, anywhere – either virtually or in the office.

We understand life doesn’t just happen between 9 AM – 5 PM
Monday – Friday, and we are always here to support you.
(732) 704-8982

29 Beach Road #206
Monmouth Beach, NJ 07750

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The Value of a Long Term Plan

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