Let me be clear… When I say LEGAL THEFT, I am referring to LIMITING retirement plan participants to choose from HIGH COST INVESTMENT OPTIONS, as opposed to offering LOW-COST investment alternatives. (The difference = legal theft) The SEC even acknowledges that fees & expenses affect your investment portfolio. These fees may seem small, but over […]
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.