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Shore Financial Planning
  • Home
  • Our Team
  • Services
    • Comprehensive Financial Plan
    • Tax Advantged Wealth Management
    • Tax Planning
    • Retirement Planning
  • Our Difference
    • Certified Financial Planner (CFP)
    • Financial Advisor CPA
    • The Fiduciary Difference
    • Cost & Benefits
  • Insights

Blog

December 18, 2019

By: Joseph Vecchio / 0 comment

FIDUCIARY = TRUST

As a fee-only financial advisor, I am a firm believer in the fiduciary standard. It’s something that is tighten woven into my fiber and is a cornerstone of my fee-only financial planning practice. It’s the only way I will practice financial planning. I suppose some of you may not be aware of the fiduciary standard […]

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December 17, 2019

By: Joseph Vecchio / 0 comment

Financial Independence: Redefining Retirement

What are you saving and investing for? Why are you working so hard to save money and put it into special accounts like 401(k)s and IRAs? Why should you divide that money between stocks, bonds and other “investments” you’ve never actually touched or even seen with your own eyes? What are you really trying to […]

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December 16, 2019

By: Joseph Vecchio / 0 comment

The BEST Solution to Personal Financial Wealth Management

Holistic and Fee-Only I chose to be a holistic financial planner who charges on a fee-only basis. The holistic part means I work with my clients on all aspects of their financial situation including retirement planning, portfolio analysis and investment planning including specific strategies and recommendations, insurance planning, estate planning, budgeting and cash flow, tax […]

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December 15, 2019

By: Joseph Vecchio / 0 comment

Podcast #1 Interview with Ming Chen of A Shared Universe

[player id=1176]

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December 15, 2019

By: Joseph Vecchio / 0 comment

Control What Is Within YOUR Control

There is much more to financial planning than standing by watching the market go up and down every day. In fact, if we are keeping our financial house in order, then the market does not seem so scary. Research tells us that over time, if we properly allocate our investments to align with our goals […]

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December 14, 2019

By: Joseph Vecchio / 0 comment

What Makes A Financial Advisor A Fiduciary

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 […]

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December 14, 2019

By: Joseph Vecchio / 0 comment

WHY YOU SHOULD ONLY HIRE A FEE-ONLY ADVISOR

As 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 […]

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(732) 704-8982

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Monmouth Beach, NJ 07750

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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.

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