Fee-Only Financial Advisor
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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.