Fee-Only Financial Advisor
Reduce Taxes • Invest Smarter • Build & Protect WealthSchedule Your No-Obligation Consultation
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?
Minimize Your Taxes: Harvesting Capital Gains or Roth Conversations
People often have outsized positions due to appreciation and large pre-tax retirement accounts. You may be looking to reduce ...Read More