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As NJ Financial Advisors, We Make You Our Priority

Our financial planning clients come from all professions and stages in life, but they share one thing – the desire to have an educated, qualified, trusted partner guiding them through whatever the world throws their way.

Whether you’re just starting out and struggling with student loan debt or you’re a high earner looking to have your taxes, portfolio and financial life managed by a qualified professional, we’ll help you develop a financial plan.

Professionals Pursuing Financial Freedom

Professionals

Healthcare
Professionals

Doctors

Business
Owners & Management

Business Owners

Individuals Planning for Retirement

Retirement

Not sure where you are in your financial journey?

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Shore Financial Planning © 2023 All Rights Reserved.

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.