COVID-19 Announcement

 

First of all, we hope that everyone is safe and healthy.  We realize that the extraordinary measures being recommended through local, state and federal guidelines can be very challenging.

 

Shoreline Financial Advisors has remained open and will continue to be here for your needs with the same high level of service.  Hours of operation are unchanged.  Our investments in technology has allowed us to seamlessly transition to a remote working environment.  Our phone systems are operational so, please do not hesitate to call the main telephone line, 203-458-6800, to ask a question, arrange a phone call or set up a remote meeting.  We can “share” computer screens to facilitate discussions.

 

There may be rare circumstances where you may need to drop off forms at our office (most can be done electronically, and we will walk you through every step).  For everyone’s safety, we ask that you prearrange these drop offs.

 

This is an evolving situation and we hope to be returning to normal operations in the near future.  We thank you for your understanding and patience. Stay safe and we hope to see you soon.

 


 

Why Hire a Fiduciary Financial Advisor?

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” do not provide best interest advice.  As an SEC Registered Investment Advisor, we do.  Shoreline Financial Advisors has been providing trusted and unbiased advice in financial planning and investment management since 1996.


Our ServicesMeet The TeamConflict-Free Advice

Why Create a Plan?

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.

 

Let’s be honest, 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.  Therefore, the best time for you to start is today.

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Advisor meeting clients

Why is Independence Important?

Most of the giant brokerage firms limit their “financial advisors” to an approved list of investments. Consequently, these lists do not include lower cost investment vehicles. Funds like Vanguard or DFA.

In contrast, an independent financial advisor recommends the best solution for you. Further, there are no proprietary products, no hidden fees, no sales quotas.

Learn More

Word of the Week: A-B Trust

An A-B trust is a joint trust created by a married couple for the purpose of minimizing estate taxes. An A-B trust is a trust that divides into two upon the death of the first spouse. It is formed with each spouse placing assets in the trust and naming as the final beneficiary any suitable person except the other spouse. The trust gets its name from the fact that it splits into two upon the first spouse’s death – trust A or the survivor’s trust, and trust B or the decedent’s trust.

Definition from investopedia.com

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