Scroll Top
246 Goose Ln, Ste 201 Guilford, CT | 83 Halls Rd, Ste 205 Old Lyme CT

Do You Know What You Are Being Charged?

SFA_banner_lifeguard_stand_Milford v1 for website (Demo)

You probably don’t.
At Shoreline Financial Advisors, it is very important that our clients and our potential clients know exactly how much our services cost. Our disclosure includes our fees, mutual fund fees that third party managers charge and possible transaction fees that the custodian may charge. That is why our Fiduciary Contract states:
“We will fully disclose and be completely transparent concerning our fees and the total fees and costs you pay for the receipt of investment and financial advice. We will ensure that the total fees and costs you pay are reasonable.”
As an Independent Registered Investment Advisor, we search to find the best investment choices at the lowest cost and monitor the industry to make sure our costs remain highly competitive and in the best interest of our clients.
We will do a free no obligation account or annuity evaluation to help you figure out your total fees.
So when you reach that point when you want to think about where you want to be down the road, we are ready to have a meaningful conversation about your goals and how you can get there.

Let’s talk. Give us a call or click below.


[button link=”/contact” size=”small” style=”darkteal”]Email Us[/button] To Set Up a Meeting. No pressure. No obligation.

Ask about our Annuity Amnesty Program


[button link=””
size=”small” style=”darkteal”]Retirement Guide[/button] View our FREE Retirement Guide with the 5 things you need to think about.

[button link=””
size=”small” style=”darkteal”]Fiduciary Contract[/button] View Our Fiduciary Pledge