fbpx

Fee Only Financial Planner, Monmouth Beach NJ

Fee-Only Financial Advisor

Reduce Taxes • Invest Smarter • Build & Protect Wealth

Schedule Your No-Obligation Consultation

Financial 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.

Looking For Help With Your Finances?

IF ANY of these relate to you…

  • I’m not sure if I’m saving enough for retirement

  • I’m not sure if my investments are optimised for growth

  • I pay a lot of tax; I’d like to reduce this wherever possible

  • I want to protect and pass on my assets to future generations

  • I run a business and I want to make the most of my profits

  • I struggle to make timely financial decisions

  • I want someone to help me plan my finances

…then you should

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.

Three Important Criteria to Consider When Choosing a Financial Advisor

Did you know?

Anyone can call themselves a financial advisor; no minimum experience or education is required by law at this time.

When you work with Shore Financial Planning you can be confident and trust that your advisor is educated, experienced, credentialed, and working in your best interest.

Objective Advice and Personalized Planning

We are proud to be one of only 1% of financial advisors providing financial advice on a Fee-Only basis. We receive no commissions, sell no products, and do not require a minimum.

It begins with your vision, and with your life goals. Whether you are clear in your direction and path, or need assistance determining the best approach, we are available to provide action plans to best suit you.

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

29 Beach Road #206 Monmouth Beach, NJ 07750

Latest Insights

June 18, 2024

How to Avoid the Hidden Costs of DIY Financial Planning

Think DIY Financial Planning Saves You Money? Think Again! In the age of YouTube tutorials and do-it-yourself guides, ...

Read More
June 11, 2024

Eyeopening How To Navigate the New Investment Yield

Maximizing Your Savings: A Comparative Look at High-Yield Accounts When it comes to where to stash your cash for maximum ...

Read More