You Must Unlearn What You Have Learned

What’s Taught:
- Pick winning Stocks
- Find superior money managers
- Time Markets
- Financial Press
What Matters:
- Reduce Expenses
- Diversify portfolios
- Minimize Taxes
- Discipline

Shore Financial Planning is a fee-only financial advisor based in Monmouth Beach, New Jersey. As a fee-only/commission-free/flat-fee financial planner, I do not sell products or collect commissions. I am a fiduciary financial planner that specializes in tax-focused planning as a CERTIFIED PUBLIC ACCOUNTANT (CPA), and CERTIFIED FINANCIAL PLANNER™ CFP® professional. I serve clients in New Jersey and remotely throughout the U.S.A.