When you get sick and visit a doctor, it’s fair to expect your doctor to design a treatment plan that serves your best interests. When you meet with a lawyer, you can assume that he or she puts your best interests first when providing legal advice. Why can’t you expect the same from your financial […]
Read moreAs you get older, busier and hopefully wealthier, your financial goals get more complicated. A financial helper can save you time. Like every service provider, a financial advisor is paid for doing their job. However, they don’t all get paid the same way. A fee-only advisor is paid directly by the client on a transparent […]
Read moreShore 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.