As a fiduciary financial advisor we are required, legally and ethically, to provide advice in your best interest. This seems obvious. However, the majority of "financial advisors" are not under this requirement. As an SEC Registered Investment Advisor, we are. Shoreline Financial Advisors has been providing trusted and unbiased advice in financial planning and investment management since 1996.
Your financial life can become complex. A financial plan, with the help of a fiduciary, can process these complexities into a road map. This road map can help you to move forward. Honestly, most of us spend more time planning our vacations than we do planning our future. Even more, you know that it is easy to put it off until tomorrow.
Your financial life can become complex. A financial plan, with the help of a fiduciary, can process these complexities into a road map. This road map can help you to move forward. Honestly, most of us spend more time planning our vacations than we do planning our future. Even more, you know that it is easy to put it off until tomorrow.
Services
The Team at Shoreline Financial Advisors likes numbers, but we won't make you feel like one. You'll be sharing very personal financial information with your advisor, so we know that trust is very important. Combined, we have more than 65 years of experience in finance. Plus, we have respected credentials, such as the CFA, CPA and CFP.
At Shoreline Financial Advisors, we know that your circumstances are unique. That is why, as part of our services, we always meet one-on-one with you to listen to your unique story and make sure we fully understand your current needs, questions and concerns. Planning for your future financial goals entails a detailed financial plan combined with sound investment strategies and ongoing review.
At SFA, we believe in holistic wealth management. Financial planning, investment management, estate planning and insurance analysis are all connected. When you engage with us, our fee includes financial and retirement planning as well as investment management, estate planning recommendations and insurance needs analysis.
Another common question is "How much do I need to save?" Of course, this is a complicated question. After all, it involves retirement planning, estate planning, and gifting. Furthermore, this will also include your expected life style and goals. Unfortunately, this cannot be answered simply and should involve a robust financial planning tool like MoneyGuidePro.
When you are deciding at what point you should start receiving retirement benefits, one important factor to consider is calculating your life expectancy. Life expectancy has increased substantially in the last 50 years. According to the National Institute on Aging, the 85-and-over population is projected to increase 151 percent between 2005 and 2030.
Reviews
Be the first to review Shoreline Financial Advisors.
Write a Review
