Fee-Only Financial Advisor
Reduce Taxes • Invest Smarter • Build & Protect Wealth
Schedule Your No-Obligation ConsultationFinancial Planning from a CFP® professional+ 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 one of your biggest expenses. We plan and prepare taxes for clients and provide comprehensive tax advice year-round. Learn more.
You wouldn’t hire a doctor without a medical degree, and you shouldn’t hire a financial planner who isn’t properly educated. 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 planners, 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.
hello@shorefp.com
(732) 704-8982
Monmouth Beach, NJ 07750
Latest Insights
Three Important Criteria to Consider When Choosing a Financial Advisor.
Fee-Only: Compensated only by the client without earning commission of any kind for product sales or referrals. Fiduciary: ...
Read More
Shore Financial Planning’s Investment Philosophy
The Solution to the Challenge of Investing The real key to successful investing involves disciplined application of three ...
Read More
