Shore Financial Planning offers the unique combination of comprehensive financial planning and advanced tax strategies under the same roof. This allows us to provide coordinated advice on taxes, investment management, retirement planning, insurance, estate planning, cash flow planning, college funding, and business planning.
It allows our clients to have all aspects of their financial lives managed in one place, by one trusted fiduciary. You wouldn't hire a doctor without a medical degree, and you shouldn't hire a financial planner who isn't properly educated. As Registered Investment Advisors, we have a fiduciary duty to act in the best interests of our clients.
It allows our clients to have all aspects of their financial lives managed in one place, by one trusted fiduciary. You wouldn't hire a doctor without a medical degree, and you shouldn't hire a financial planner who isn't properly educated. As Registered Investment Advisors, we have a fiduciary duty to act in the best interests of our clients.
Services
Here at Shore Financial Planning, putting you first constitutes the bedrock of what we do. Our founder, Joseph Vecchio, started Shore Financial Planning because he noticed many other companies didn't put their clients first. He wanted to found a business where clients' financial well-being would be placed at the forefront of all business interactions, and he used his years of Wall Street experience to do just that.
Most physicians spend an extraordinary amount of time working, leaving them little time to think about their finances. But physicians face unique challenges when it comes to financial planning. As high earners, physicians have to save more for retirement to maintain the lifestyle they're used to. Physicians also carry high student loan balances, which can complicate the need to save more for retirement.
Business owners have a lot on their plates, especially when it comes to finances. Like anyone else, business owners are concerned with their own savings strategies, debt obligations, and protecting their loved ones financially. But they also have to think about the cash flow needs of their business, business income cycles, succession planning, and the viability of the business if something were to happen to them.
Busy professionals are in the wealth accumulation stage of their financial lives. As you progress in your career, you're balancing your debt obligations with asset accumulation for future security. You're beginning to do more serious retirement and legacy planning to protect yourself and your dependents from future uncertainties.
Comprehensive financial planning is important to establish financial security and prepare for future expenses like purchasing a home, paying for children's college education, creating a legacy plan that protects your dependents, and, of course, saving for an enjoyable retirement that lasts your lifetime.
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